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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 | $92,186-50.3% | $105,624-56.6% | $77,762-41.0% |
| Participation rate | 72.2% | 81.0%-8.9pp | 75.3%-3.1pp | 70.6%+1.6pp |
| Annual return | 13.27% | 17.83%-4.6pp | 116.20%-102.9pp | 31.27%-18.0pp |
| Employer contribution / active EE | $1,472 | $3,376-56.4% | $3,168-53.5% | $2,728-46.0% |
| Participant deferral / active EE | $2,831 | $5,395-47.5% | $5,013-43.5% | $4,651-39.1% |
| Admin fee / account holder | $99 | $219-54.9% | $10,961-99.1% | $433-77.2% |