Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $15,028 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 | $39,165 | $100,801-61.1% | $149,751-73.8% | $73,415-46.7% |
| Participation rate | 82.4% | 77.7%+4.7pp | 82.5%-0.1pp | 72.2%+10.2pp |
| Annual return | 15.82% | 265.34%-249.5pp | 276.71%-260.9pp | 59.30%-43.5pp |
| Employer contribution / active EE | $5,740 | $3,312+73.3% | $4,646+23.5% | $2,234+156.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $21 | $181-88.3% | $9,312-99.8% | $158-86.6% |