Filed June 19, 2020 (most recent of 8 filings on file)
Total covered: 1,371 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & COMPANY Service code 18 · EIN 94-1737782 | Other investment fees and expenses; S... | $80,927 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,905 | $82,422+109.8% | $67,652+155.6% | $67,505+156.1% |
| Participation rate | 99.5% | 84.2%+15.3pp | 75.7%+23.8pp | 71.2%+28.3pp |
| Annual return | -3.63% | 12.72%-16.3pp | 6625.40%-6629.0pp | 6.52%-10.2pp |
| Employer contribution / active EE | $6,040 | $2,879+109.8% | $2,266+166.6% | $2,173+178.0% |
| Participant deferral / active EE | $8,265 | $5,020+64.6% | $3,560+132.2% | $3,597+129.8% |
| Admin fee / account holder | $0 | $53-100.0% | $4,821-100.0% | $56-100.0% |