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.5+ years Filed as: CHARLES SCHWAB & COMPANY Service code 18 · EIN 94-1737782 | Other investment fees and expenses; C... | $30,205 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,292 | $105,173+109.5% | $87,102+152.9% | $77,775+183.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 35.03% | 24.52%+10.5pp | 28.19%+6.8pp | 32.58%+2.5pp |
| Employer contribution / active EE | $8,399 | $2,890+190.6% | $2,521+233.1% | $2,504+235.4% |
| Participant deferral / active EE | $9,098 | $5,048+80.2% | $4,048+124.7% | $3,966+129.4% |
| Admin fee / account holder | $0 | $105-100.0% | $7,493-100.0% | $100-100.0% |