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.6+ years Filed as: CHARLES SCHWAB & COMPANY Service code 18 · EIN 94-1737782 | Custodial (other than securities); Se... | $5,353 |
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 | $209,432 | $176,471+18.7% | $95,968+118.2% | $90,274+132.0% |
| Participation rate | 99.8% | 86.6%+13.3pp | 77.1%+22.7pp | 73.4%+26.5pp |
| Annual return | -35.90% | 20.15%-56.1pp | 91.65%-127.6pp | 53.97%-89.9pp |
| Employer contribution / active EE | $9,760 | $2,783+250.7% | $2,542+284.0% | $2,523+286.8% |
| Participant deferral / active EE | $10,709 | $5,325+101.1% | $4,167+157.0% | $4,231+153.1% |
| Admin fee / account holder | $0 | $154-100.0% | $6,798-100.0% | $114-100.0% |