Filed June 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $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.
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 | $36,893 | $111,608-66.9% | $177,848-79.3% | $73,412-49.7% |
| Participation rate | 91.9% | 87.9%+4.1pp | 87.7%+4.2pp | 72.2%+19.7pp |
| Annual return | 16.27% | 18.23%-2.0pp | 48.33%-32.1pp | 59.30%-43.0pp |
| Employer contribution / active EE | $855 | $3,796-77.5% | $5,919-85.6% | $2,234-61.7% |
| Participant deferral / active EE | $2,394 | $6,199-61.4% | $7,714-69.0% | $3,806-37.1% |
| Admin fee / account holder | $5 | $166-96.8% | $12,431-100.0% | $158-96.7% |