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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO,.INC 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,192 | $66,486-26.0% | $81,370-39.5% | $77,762-36.7% |
| Participation rate | 60.7% | 68.7%-8.0pp | 69.5%-8.8pp | 70.6%-9.9pp |
| Annual return | 11.96% | 15.95%-4.0pp | 24.85%-12.9pp | 31.27%-19.3pp |
| Employer contribution / active EE | $2,606 | $2,158+20.8% | $2,464+5.7% | $2,728-4.5% |
| Participant deferral / active EE | $3,313 | $3,677-9.9% | $3,885-14.7% | $4,651-28.8% |
| Admin fee / account holder | $26 | $586-95.5% | $5,749-99.5% | $433-93.9% |