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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1136790 | Advisory (Participants) | $29,968 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $825 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,579 | $111,608+255.3% | $177,840+123.0% | $73,412+440.2% |
| Participation rate | 94.9% | 87.9%+7.0pp | 87.7%+7.1pp | 72.2%+22.7pp |
| Annual return | 13.88% | 18.23%-4.3pp | 48.32%-34.4pp | 59.30%-45.4pp |
| Employer contribution / active EE | $24,173 | $3,796+536.8% | $5,919+308.4% | $2,234+982.3% |
| Participant deferral / active EE | $15,178 | $6,199+144.8% | $7,714+96.8% | $3,806+298.8% |
| Admin fee / account holder | $86 | $166-47.9% | $12,431-99.3% | $158-45.4% |