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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $60,596 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,167 | $79,634+222.9% | $96,707+165.9% | $79,634+222.9% |
| Participation rate | 98.4% | 62.5%+35.9pp | 80.4%+18.1pp | 62.5%+35.9pp |
| Annual return | 17.86% | 36.46%-18.6pp | 34.78%-16.9pp | 36.46%-18.6pp |
| Employer contribution / active EE | $14,440 | $2,529+471.0% | $4,191+244.5% | $2,529+471.0% |
| Participant deferral / active EE | $14,360 | $3,835+274.5% | $5,997+139.5% | $3,835+274.5% |
| Admin fee / account holder | $220 | $1,002-78.0% | $7,503-97.1% | $1,002-78.0% |