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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $66,991 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $541,735-100.0% | $541,735-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 42.9%-42.9pp | 35.7%-35.7pp |
| Annual return | 5.53% | 6.72%-1.2pp | 8.33%-2.8pp | 15.19%-9.7pp |
| Employer contribution / active EE | $0 | $41,535-100.0% | $38,979-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $86-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,425-100.0% | $50,584-100.0% |