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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $87,454 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $4,720 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,532 | $80,177+175.1% | $123,894+78.0% | $57,658+282.5% |
| Participation rate | 98.1% | 74.4%+23.6pp | 81.4%+16.7pp | 70.2%+27.8pp |
| Annual return | 9.78% | 17.90%-8.1pp | 47.52%-37.7pp | 5.13%+4.6pp |
| Employer contribution / active EE | $7,529 | $2,913+158.5% | $4,617+63.1% | $1,974+281.4% |
| Participant deferral / active EE | $8,189 | $5,130+59.6% | $5,984+36.9% | $3,061+167.6% |
| Admin fee / account holder | $112 | $106+5.2% | $8,357-98.7% | $95+18.3% |