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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,493 |
CHARLES SCHWAB & CO., INC.4 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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,964 | $59,584-38.0% | $86,625-57.3% | $79,389-53.4% |
| Participation rate | 59.0% | 67.7%-8.6pp | 71.6%-12.6pp | 70.7%-11.7pp |
| Annual return | 11.24% | 23.15%-11.9pp | 63.52%-52.3pp | 116.89%-105.7pp |
| Employer contribution / active EE | $1,819 | $1,768+2.9% | $2,496-27.1% | $2,428-25.1% |
| Participant deferral / active EE | $2,542 | $3,036-16.3% | $3,700-31.3% | $4,046-37.2% |
| Admin fee / account holder | $79 | $604-86.9% | $5,830-98.6% | $626-87.3% |