Filed June 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,208 | $111,491-53.2% | $189,537-72.5% | $86,821-39.9% |
| Participation rate | 94.9% | 87.3%+7.6pp | 87.8%+7.1pp | 72.3%+22.6pp |
| Annual return | 16.35% | 83.50%-67.1pp | 555.34%-539.0pp | 97.94%-81.6pp |
| Employer contribution / active EE | $3,141 | $3,951-20.5% | $6,161-49.0% | $2,406+30.6% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $11 | $189-94.2% | $12,048-99.9% | $170-93.6% |