Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $25,490 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,842 | $106,247-50.3% | $147,096-64.1% | $77,714-32.0% |
| Participation rate | 83.1% | 78.4%+4.7pp | 82.2%+0.9pp | 70.6%+12.5pp |
| Annual return | 12.95% | 56.87%-43.9pp | 419.75%-406.8pp | 31.26%-18.3pp |
| Employer contribution / active EE | $7,731 | $4,069+90.0% | $4,936+56.6% | $2,727+183.5% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $26 | $338-92.4% | $13,005-99.8% | $433-94.0% |