Filed August 11, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $97,681 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,056 | $88,890+8.1% | $102,423-6.2% | $77,643+23.7% |
| Participation rate | 97.3% | 80.9%+16.4pp | 76.5%+20.9pp | 70.6%+26.8pp |
| Annual return | 14.90% | 24.98%-10.1pp | 29.32%-14.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $4,360 | $2,698+61.6% | $3,023+44.2% | $2,726+60.0% |
| Participant deferral / active EE | $5,706 | $5,145+10.9% | $5,053+12.9% | $4,647+22.8% |
| Admin fee / account holder | $136 | $235-42.3% | $9,451-98.6% | $430-68.4% |