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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $68,334 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,694 | $82,188+60.2% | $125,391+5.0% | $64,824+103.2% |
| Participation rate | 87.8% | 77.9%+9.9pp | 82.4%+5.4pp | 71.5%+16.4pp |
| Annual return | -16.82% | 3.50%-20.3pp | 572.41%-589.2pp | 32.84%-49.7pp |
| Employer contribution / active EE | $1,229 | $3,617-66.0% | $4,816-74.5% | $2,507-51.0% |
| Participant deferral / active EE | $10,856 | $7,177+51.3% | $7,448+45.8% | $4,311+151.8% |
| Admin fee / account holder | $174 | $163+6.6% | $10,009-98.3% | $188-7.4% |