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.4+ years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 94-1737782 | Other investment fees and expenses; O... | $18,226 |
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 | $71,710 | $96,261-25.5% | $76,768-6.6% | $68,904+4.1% |
| Participation rate | 97.6% | 87.0%+10.7pp | 77.0%+20.7pp | 74.1%+23.5pp |
| Annual return | -5.93% | -0.85%-5.1pp | 2.43%-8.4pp | 1.07%-7.0pp |
| Employer contribution / active EE | $2,329 | $3,303-29.5% | $2,485-6.3% | $2,540-8.3% |
| Participant deferral / active EE | $5,023 | $5,537-9.3% | $3,852+30.4% | $4,015+25.1% |
| Admin fee / account holder | $0 | $73-100.0% | $6,676-100.0% | $71-100.0% |