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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB BANK AND TRUST Service code 19 211 MAIN STREET · SAN FRANCISCO, CA 941051965 | Securities Custodian | $35,564 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $317,036-100.0% | $671,907-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 13.0%-13.0pp |
| Annual return | 16.47% | 16.71%-0.2pp | 10.76%+5.7pp | 13.59%+2.9pp |
| Employer contribution / active EE | $11,045 | $24,701-55.3% | $68,795-83.9% | $14,592-24.3% |
| Participant deferral / active EE | $0 | $0 | $229-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $6,717-100.0% | $29,657-100.0% |