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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1136790 | Advisory (Participants) | $7,864 |
Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,415 |
CHARLES SCHWAB & CO., INC.5+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,720 | $88,515+295.1% | $162,177+115.6% | $67,579+417.5% |
| Participation rate | 92.7% | 86.8%+5.9pp | 87.6%+5.1pp | 71.3%+21.4pp |
| Annual return | 17.52% | 27.04%-9.5pp | 115.60%-98.1pp | 378.56%-361.0pp |
| Employer contribution / active EE | $22,442 | $3,563+529.8% | $5,613+299.8% | $2,148+944.9% |
| Participant deferral / active EE | $14,011 | $5,724+144.8% | $7,297+92.0% | $3,539+295.9% |
| Admin fee / account holder | $26 | $124-79.3% | $10,843-99.8% | $142-82.0% |