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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,841 |
CHARLES SCHWAB & CO., INC.6 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 | $202,591 | $155,364+30.4% | $103,486+95.8% | $77,736+160.6% |
| Participation rate | 97.7% | 85.5%+12.2pp | 80.5%+17.1pp | 70.6%+27.1pp |
| Annual return | 15.06% | 19.01%-4.0pp | 23.93%-8.9pp | 31.26%-16.2pp |
| Employer contribution / active EE | $14,126 | $5,949+137.5% | $4,679+201.9% | $2,728+417.9% |
| Participant deferral / active EE | $13,867 | $8,482+63.5% | $6,628+109.2% | $4,651+198.2% |
| Admin fee / account holder | $199 | $503-60.3% | $9,354-97.9% | $433-54.0% |