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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 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 & AFFILIAT Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,342 | $50,666-34.2% | $76,667-56.5% | $65,186-48.9% |
| Participation rate | 59.1% | 68.8%-9.7pp | 72.1%-13.0pp | 70.2%-11.1pp |
| Annual return | 18.27% | 28.51%-10.2pp | 1166.74%-1148.5pp | 29.39%-11.1pp |
| Employer contribution / active EE | $1,579 | $1,575+0.3% | $2,303-31.4% | $2,177-27.5% |
| Participant deferral / active EE | $2,135 | $2,647-19.3% | $3,336-36.0% | $3,514-39.2% |
| Admin fee / account holder | $13 | $463-97.2% | $6,423-99.8% | $847-98.5% |