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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO., INC Service code 28 · EIN 20-6043552 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Management | $249 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,051 | $54,590-98.1% | $81,726-98.7% | $73,497-98.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 0.85% | 17.74%-16.9pp | 29.49%-28.6pp | 28.51%-27.7pp |
| Employer contribution / active EE | $507 | $1,636-69.0% | $4,311-88.2% | $2,270-77.6% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $592-99.8% | $5,160-100.0% | $513-99.7% |