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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $697 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $322,279 | $102,661+213.9% | $151,639+112.5% | $66,938+381.5% |
| Participation rate | 83.9% | 85.5%-1.6pp | 87.5%-3.6pp | 69.8%+14.1pp |
| Annual return | -13.01% | -10.81%-2.2pp | 3.34%-16.3pp | 1.58%-14.6pp |
| Employer contribution / active EE | $10,319 | $4,184+146.6% | $6,165+67.4% | $2,545+305.4% |
| Participant deferral / active EE | $16,243 | $6,645+144.4% | $8,363+94.2% | $4,238+283.3% |
| Admin fee / account holder | $3 | $630-99.5% | $11,613-100.0% | $594-99.4% |