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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 | $92,076-50.2% | $105,607-56.6% | $77,736-41.0% |
| Participation rate | 72.2% | 81.0%-8.8pp | 75.3%-3.1pp | 70.6%+1.6pp |
| Annual return | 13.27% | 17.84%-4.6pp | 116.11%-102.8pp | 31.26%-18.0pp |
| Employer contribution / active EE | $1,472 | $3,370-56.3% | $3,167-53.5% | $2,728-46.0% |
| Participant deferral / active EE | $2,831 | $5,390-47.5% | $5,011-43.5% | $4,651-39.1% |
| Admin fee / account holder | $99 | $219-54.8% | $10,958-99.1% | $433-77.2% |