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 & CO Service code 18 · EIN 94-1737782 | Securities brokerage; Custodial (secu... | $25,057 |
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 | $69,422 | $88,581-21.6% | $74,184-6.4% | $65,292+6.3% |
| Participation rate | 96.7% | 86.2%+10.5pp | 76.6%+20.1pp | 72.4%+24.3pp |
| Annual return | -38.54% | 11.72%-50.3pp | 17.74%-56.3pp | 11.84%-50.4pp |
| Employer contribution / active EE | $2,685 | $3,021-11.1% | $2,370+13.3% | $2,302+16.7% |
| Participant deferral / active EE | $6,300 | $4,898+28.6% | $3,550+77.5% | $3,579+76.1% |
| Admin fee / account holder | $0 | $60-100.0% | $5,586-100.0% | $57-100.0% |