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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $4,098 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,375 |
CHARLES SCHWAB & CO., INC.2+ 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 | $276,797 | $74,089+273.6% | $133,975+106.6% | $55,167+401.7% |
| Participation rate | 94.0% | 84.3%+9.7pp | 87.1%+6.9pp | 69.0%+25.0pp |
| Annual return | 11.15% | 12.11%-1.0pp | 29.29%-18.1pp | 169.23%-158.1pp |
| Employer contribution / active EE | $20,475 | $3,064+568.3% | $5,211+292.9% | $1,963+943.2% |
| Participant deferral / active EE | $11,847 | $4,678+153.3% | $6,282+88.6% | $3,054+287.9% |
| Admin fee / account holder | $5 | $458-98.9% | $9,324-99.9% | $504-99.0% |