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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $54,300 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,994 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,899 | $82,546+52.5% | $140,016-10.1% | $75,289+67.2% |
| Participation rate | 85.4% | 88.4%-2.9pp | 87.5%-2.1pp | 72.4%+13.0pp |
| Annual return | -10.01% | -0.36%-9.6pp | 651.12%-661.1pp | -0.04%-10.0pp |
| Employer contribution / active EE | $5,348 | $3,856+38.7% | $5,606-4.6% | $2,405+122.4% |
| Participant deferral / active EE | $11,449 | $5,731+99.8% | $6,927+65.3% | $3,739+206.2% |
| Admin fee / account holder | $11 | $86-87.7% | $10,705-99.9% | $102-89.7% |