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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $1,304 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $1,247 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,194 | $58,888-91.2% | $178,499-97.1% | $73,493-92.9% |
| Participation rate | 51.4% | 66.2%-14.8pp | 81.9%-30.5pp | 70.7%-19.3pp |
| Annual return | -3.56% | 24.86%-28.4pp | 151.10%-154.7pp | 28.51%-32.1pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $801 | $2,568-68.8% | $5,202-84.6% | $3,740-78.6% |
| Admin fee / account holder | $6 | $400-98.5% | $13,986-100.0% | $513-98.8% |