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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $75,679 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,858 | $92,090-50.2% | $106,201-56.8% | $77,671-41.0% |
| Participation rate | 72.2% | 81.0%-8.8pp | 75.3%-3.1pp | 70.6%+1.6pp |
| Annual return | 13.27% | 17.89%-4.6pp | 116.26%-103.0pp | 31.21%-17.9pp |
| Employer contribution / active EE | $1,472 | $3,368-56.3% | $3,170-53.5% | $2,726-46.0% |
| Participant deferral / active EE | $2,831 | $5,386-47.4% | $5,012-43.5% | $4,648-39.1% |
| Admin fee / account holder | $99 | $219-54.9% | $11,039-99.1% | $430-77.0% |