Filed June 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,163 | $80,005-68.5% | $140,019-82.0% | $55,725-54.8% |
| Participation rate | 89.1% | 87.0%+2.1pp | 87.5%+1.6pp | 70.9%+18.2pp |
| Annual return | -5.34% | 0.46%-5.8pp | 651.17%-656.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $758 | $3,403-77.7% | $5,605-86.5% | $2,078-63.5% |
| Participant deferral / active EE | $2,076 | $5,264-60.6% | $6,927-70.0% | $3,356-38.1% |
| Admin fee / account holder | $8 | $116-92.7% | $10,705-99.9% | $115-92.7% |