Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $22,195 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $2,456 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,701 | $82,188-51.7% | $125,401-68.3% | $64,829-38.8% |
| Participation rate | 83.7% | 77.9%+5.8pp | 82.4%+1.4pp | 71.5%+12.3pp |
| Annual return | -14.83% | 3.50%-18.3pp | 572.53%-587.4pp | 32.85%-47.7pp |
| Employer contribution / active EE | $6,788 | $3,617+87.6% | $4,816+40.9% | $2,507+170.7% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $30 | $163-81.9% | $10,008-99.7% | $188-84.3% |