Filed June 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $0 |
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 | $42,696 | $111,608-61.7% | $177,848-76.0% | $73,412-41.8% |
| Participation rate | 94.4% | 87.9%+6.6pp | 87.7%+6.7pp | 72.2%+22.3pp |
| Annual return | 14.80% | 18.23%-3.4pp | 48.33%-33.5pp | 59.30%-44.5pp |
| Employer contribution / active EE | $2,976 | $3,796-21.6% | $5,919-49.7% | $2,234+33.2% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $5 | $166-96.7% | $12,431-100.0% | $158-96.5% |