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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB TRUST CO Service code 26 · EIN 42-1558009 | Advisory (Participants) | $102,648 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $84,245-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 10.4%-10.4pp |
| Annual return | 10.61% | 7.33%+3.3pp | 1.43%+9.2pp | 9.31%+1.3pp |
| Employer contribution / active EE | $59,262 | $19,279+207.4% | $17,287+242.8% | $13,179+349.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $380-100.0% | $4,785-100.0% |