Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $81,157 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $6,025 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $5,028 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $333 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,893 | $95,438+174.4% | $135,998+92.6% | $74,478+251.6% |
| Participation rate | 94.7% | 78.2%+16.5pp | 81.9%+12.7pp | 70.7%+23.9pp |
| Annual return | 16.74% | 32.61%-15.9pp | 68.37%-51.6pp | 34.37%-17.6pp |
| Employer contribution / active EE | $15,247 | $3,878+293.2% | $4,860+213.8% | $2,637+478.2% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $106 | $259-59.2% | $10,769-99.0% | $347-69.6% |