Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $14,124 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,539 | $88,122-63.1% | $141,200-77.0% | $67,584-51.9% |
| Participation rate | 80.3% | 76.5%+3.9pp | 82.5%-2.2pp | 71.3%+9.0pp |
| Annual return | 19.90% | 75.40%-55.5pp | 71.41%-51.5pp | 378.59%-358.7pp |
| Employer contribution / active EE | $5,285 | $3,224+63.9% | $4,736+11.6% | $2,148+146.1% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $21 | $131-83.8% | $10,265-99.8% | $142-85.1% |