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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $289,561 | $89,652+223.0% | $141,197+105.1% | $65,186+344.2% |
| Participation rate | 67.8% | 74.7%-6.9pp | 82.5%-14.7pp | 70.2%-2.4pp |
| Annual return | 21.11% | 32.79%-11.7pp | 71.41%-50.3pp | 29.39%-8.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,406 | $5,691+47.7% | $6,710+25.3% | $3,514+139.2% |
| Admin fee / account holder | $2 | $569-99.7% | $10,265-100.0% | $847-99.8% |