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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,791 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $278 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $459,963 | $84,499+444.3% | $125,391+266.8% | $66,949+587.0% |
| Participation rate | 88.9% | 76.4%+12.5pp | 82.4%+6.5pp | 69.8%+19.1pp |
| Annual return | -19.44% | -8.49%-10.9pp | 572.41%-591.9pp | 1.57%-21.0pp |
| Employer contribution / active EE | $13,628 | $3,554+283.5% | $4,816+183.0% | $2,545+435.4% |
| Participant deferral / active EE | $14,200 | $6,785+109.3% | $7,448+90.6% | $4,239+235.0% |
| Admin fee / account holder | $238 | $685-65.3% | $10,009-97.6% | $594-59.9% |