Filed June 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,095 | $71,802-56.7% | $133,975-76.8% | $57,658-46.1% |
| Participation rate | 93.7% | 85.5%+8.2pp | 87.1%+6.6pp | 70.2%+23.5pp |
| Annual return | 5.29% | 13.51%-8.2pp | 29.29%-24.0pp | 5.13%+0.2pp |
| Employer contribution / active EE | $2,517 | $3,161-20.4% | $5,211-51.7% | $1,974+27.5% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $10 | $88-88.7% | $9,324-99.9% | $95-89.5% |