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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $56,070 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $17,653 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $182,394 | $71,802+154.0% | $133,975+36.1% | $57,661+216.3% |
| Participation rate | 83.7% | 85.5%-1.8pp | 87.1%-3.4pp | 70.2%+13.4pp |
| Annual return | 7.16% | 13.51%-6.3pp | 29.29%-22.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $12,863 | $3,161+306.9% | $5,211+146.8% | $1,974+551.7% |
| Participant deferral / active EE | $12,763 | $4,606+177.1% | $6,282+103.2% | $3,061+317.0% |
| Admin fee / account holder | $112 | $88+27.8% | $9,324-98.8% | $95+18.5% |