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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,013 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,770 | $106,247-20.2% | $147,096-42.4% | $77,714+9.1% |
| Participation rate | 85.3% | 78.4%+6.9pp | 82.2%+3.1pp | 70.6%+14.7pp |
| Annual return | 18.16% | 56.87%-38.7pp | 419.75%-401.6pp | 31.26%-13.1pp |
| Employer contribution / active EE | $2,253 | $4,069-44.6% | $4,936-54.4% | $2,727-17.4% |
| Participant deferral / active EE | $8,474 | $7,996+6.0% | $8,071+5.0% | $4,649+82.3% |
| Admin fee / account holder | $21 | $338-93.8% | $13,005-99.8% | $433-95.2% |