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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $120,409 |
HALL, MACGREGOR3 years Service code 28 · EIN 54-1723355 | Investment Management | $100,000 |
CHARLES SCHWAB & CO., INC.10+ years 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,404 | $106,230+24.6% | $147,080-10.0% | $77,736+70.3% |
| Participation rate | 97.1% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 16.26% | 56.91%-40.7pp | 420.17%-403.9pp | 31.26%-15.0pp |
| Employer contribution / active EE | $3,393 | $4,072-16.7% | $4,933-31.2% | $2,728+24.4% |
| Participant deferral / active EE | $11,458 | $8,001+43.2% | $8,066+42.0% | $4,651+146.4% |
| Admin fee / account holder | $298 | $338-11.9% | $12,989-97.7% | $433-31.2% |