Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $11,104 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $5 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $25,775 | $75,388-65.8% | $123,553-79.1% | $55,727-53.7% |
| Participation rate | 91.5% | 75.7%+15.8pp | 82.3%+9.2pp | 70.9%+20.6pp |
| Annual return | -5.48% | 4.48%-10.0pp | 119.21%-124.7pp | 244.94%-250.4pp |
| Employer contribution / active EE | $5,479 | $3,063+78.9% | $4,628+18.4% | $2,078+163.6% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $18 | $120-85.0% | $9,284-99.8% | $115-84.4% |