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 & CO Service code 18 · EIN 94-1737782 | Other fees; Custodial (securities); O... | $14,087 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,345 | $117,238+43.6% | $87,102+93.3% | $82,204+104.8% |
| Participation rate | 100.0% | 87.2%+12.8pp | 76.9%+23.1pp | 73.4%+26.6pp |
| Annual return | 143.42% | 25.80%+117.6pp | 28.19%+115.2pp | 26.31%+117.1pp |
| Employer contribution / active EE | $2,717 | $3,535-23.1% | $2,521+7.8% | $2,707+0.4% |
| Participant deferral / active EE | $5,481 | $5,976-8.3% | $4,048+35.4% | $4,246+29.1% |
| Admin fee / account holder | $0 | $81-100.0% | $7,493-100.0% | $76-100.0% |