Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $19,829 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $0 |
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 | $44,632 | $104,336-57.2% | $159,495-72.0% | $86,828-48.6% |
| Participation rate | 85.2% | 77.7%+7.5pp | 82.8%+2.4pp | 72.3%+12.9pp |
| Annual return | 13.31% | 26.32%-13.0pp | 263.72%-250.4pp | 97.95%-84.6pp |
| Employer contribution / active EE | $6,237 | $3,451+80.7% | $4,831+29.1% | $2,406+159.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $26 | $172-85.2% | $10,804-99.8% | $170-84.9% |