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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SHAREBUILDER Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $12,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,393 | $89,739-61.7% | $149,716-77.0% | $62,293-44.8% |
| Participation rate | 53.0% | 85.1%-32.1pp | 87.1%-34.0pp | 69.5%-16.5pp |
| Annual return | 18.84% | 21.01%-2.2pp | 1501.67%-1482.8pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,364 | $3,233-57.8% | $5,444-74.9% | $2,042-33.2% |
| Participant deferral / active EE | $2,492 | $4,797-48.0% | $6,568-62.1% | $3,169-21.4% |
| Admin fee / account holder | $149 | $551-73.0% | $11,282-98.7% | $479-68.9% |