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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,458 | $73,102+234.4% | $123,553+97.9% | $56,289+334.3% |
| Participation rate | 65.9% | 74.3%-8.4pp | 82.3%-16.4pp | 69.9%-4.0pp |
| Annual return | -4.81% | 3.01%-7.8pp | 119.21%-124.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,499 | $5,423+56.7% | $6,426+32.3% | $3,350+153.7% |
| Admin fee / account holder | $4 | $554-99.3% | $9,284-100.0% | $521-99.3% |