Filed March 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $73,398 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,674 | $69,823-13.1% | $77,163-21.4% | $74,419-18.5% |
| Participation rate | 95.8% | 70.0%+25.7pp | 69.6%+26.2pp | 70.7%+25.0pp |
| Annual return | 16.01% | 19.98%-4.0pp | 37.87%-21.9pp | 34.38%-18.4pp |
| Employer contribution / active EE | $3,145 | $2,150+46.3% | $2,535+24.1% | $2,637+19.3% |
| Participant deferral / active EE | $5,074 | $3,558+42.6% | $3,833+32.4% | $4,528+12.1% |
| Admin fee / account holder | $112 | $398-71.9% | $5,472-98.0% | $348-67.9% |