Filed August 11, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $93,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,822 | $72,254-0.6% | $86,677-17.1% | $64,808+10.8% |
| Participation rate | 96.4% | 80.4%+15.9pp | 76.6%+19.8pp | 71.5%+24.9pp |
| Annual return | -17.78% | 392.42%-410.2pp | 35.91%-53.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $3,572 | $2,393+49.3% | $2,836+25.9% | $2,506+42.5% |
| Participant deferral / active EE | $4,707 | $4,658+1.1% | $4,656+1.1% | $4,310+9.2% |
| Admin fee / account holder | $138 | $174-20.6% | $7,493-98.2% | $188-26.4% |