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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,759 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $300 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value 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 | $256,300 | $70,667+262.7% | $123,105+108.2% | $52,331+389.8% |
| Participation rate | 90.5% | 83.7%+6.8pp | 86.8%+3.7pp | 68.1%+22.4pp |
| Annual return | 2.47% | 6.23%-3.8pp | 13.22%-10.7pp | 4.54%-2.1pp |
| Employer contribution / active EE | $19,862 | $2,946+574.2% | $5,151+285.6% | $1,882+955.5% |
| Participant deferral / active EE | $11,660 | $4,493+159.5% | $6,229+87.2% | $3,022+285.8% |
| Admin fee / account holder | $1 | $506-99.8% | $9,014-100.0% | $592-99.8% |