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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 | $38,536-100.0% | $112,259-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 13.6%-13.6pp | 15.3%-15.3pp |
| Annual return | 10.61% | 8.87%+1.7pp | -0.21%+10.8pp | 9.75%+0.9pp |
| Employer contribution / active EE | $59,262 | $25,431+133.0% | $24,124+145.7% | $13,830+328.5% |
| Participant deferral / active EE | $0 | $0 | $350-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $5,412-100.0% | $2,810-100.0% |