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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,947 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $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 | $102,851 | $89,652+14.7% | $141,197-27.2% | $65,186+57.8% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.5%+16.1pp | 70.2%+28.3pp |
| Annual return | 21.27% | 32.79%-11.5pp | 71.41%-50.1pp | 29.39%-8.1pp |
| Employer contribution / active EE | $14,468 | $3,065+372.1% | $4,736+205.5% | $2,177+564.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $176 | $569-69.1% | $10,265-98.3% | $847-79.3% |