Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $3,911 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,899 | $155,795-83.4% | $136,298-81.0% | $69,634-62.8% |
| Participation rate | 78.9% | 75.2%+3.7pp | 81.9%-3.0pp | 70.7%+8.3pp |
| Annual return | 15.83% | 232464.33%-232448.5pp | 5156.27%-5140.4pp | 27572.26%-27556.4pp |
| Employer contribution / active EE | $4,512 | $2,991+50.8% | $4,696-3.9% | $2,032+122.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $7 | $128-94.5% | $9,244-99.9% | $110-93.6% |