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.3+ years Filed as: CHARLES SCHWAB & COMPANY Service code 18 · EIN 94-1737782 | Other investment fees and expenses; C... | $46,028 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,258 | $100,921+88.5% | $82,312+131.1% | $177,276+7.3% |
| Participation rate | 99.3% | 86.9%+12.3pp | 76.9%+22.4pp | 74.8%+24.4pp |
| Annual return | 22.37% | 20.33%+2.0pp | 25.88%-3.5pp | 21.25%+1.1pp |
| Employer contribution / active EE | $6,658 | $3,145+111.7% | $2,428+174.2% | $2,479+168.6% |
| Participant deferral / active EE | $9,152 | $5,192+76.3% | $3,706+146.9% | $3,881+135.8% |
| Admin fee / account holder | $0 | $64-100.0% | $5,608-100.0% | $154-100.0% |