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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 11 · EIN 34-1479833 | Actuarial | $92,924 |
Filed as: NEW YORK LIFE INVESTMENT MANAGMENT Service code 28 · EIN 52-2206685 | Investment Management | $65,864 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,771 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -15.70% | -0.56%-15.1pp | -3.21%-12.5pp | 39.82%-55.5pp |
| Employer contribution / active EE | $0 | $21,553-100.0% | $46,051-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |