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.2+ years Filed as: CHARLES SCHWAB & COMPANY Service code 18 · EIN 94-1737782 | Other fees; Custodial (securities); C... | $75,695 |
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 | $168,197 | $88,581+89.9% | $74,184+126.7% | $65,292+157.6% |
| Participation rate | 99.5% | 86.2%+13.3pp | 76.6%+22.8pp | 72.4%+27.0pp |
| Annual return | -24.29% | 11.72%-36.0pp | 17.74%-42.0pp | 11.84%-36.1pp |
| Employer contribution / active EE | $7,148 | $3,021+136.7% | $2,370+201.6% | $2,302+210.6% |
| Participant deferral / active EE | $9,605 | $4,898+96.1% | $3,550+170.6% | $3,579+168.4% |
| Admin fee / account holder | $0 | $60-100.0% | $5,586-100.0% | $57-100.0% |