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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 | $26,305 |
ELLWOOD ASSOCIATES1 year Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 28 · EIN 36-3121777 | Investment Management | $5,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,770 | $80,177+46.9% | $123,894-4.9% | $57,658+104.3% |
| Participation rate | 98.5% | 74.4%+24.1pp | 81.4%+17.1pp | 70.2%+28.3pp |
| Annual return | 9.44% | 17.90%-8.5pp | 47.52%-38.1pp | 5.13%+4.3pp |
| Employer contribution / active EE | $2,572 | $2,913-11.7% | $4,617-44.3% | $1,974+30.3% |
| Participant deferral / active EE | $8,886 | $5,130+73.2% | $5,984+48.5% | $3,061+190.3% |
| Admin fee / account holder | $79 | $106-25.8% | $8,357-99.1% | $95-16.5% |