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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,381 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | 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 | $120,092 | $69,305+73.3% | $82,312+45.9% | $69,631+72.5% |
| Participation rate | 79.7% | 80.3%-0.5pp | 76.9%+2.8pp | 70.7%+9.0pp |
| Annual return | 15.86% | 21.47%-5.6pp | 25.88%-10.0pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,388 | $1,887-26.4% | $2,428-42.8% | $2,032-31.7% |
| Participant deferral / active EE | $4,581 | $3,568+28.4% | $3,706+23.6% | $3,224+42.1% |
| Admin fee / account holder | $25 | $97-73.9% | $5,608-99.5% | $110-77.1% |