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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $2,237 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $48 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,450 | $67,602-16.5% | $82,312-31.4% | $70,126-19.5% |
| Participation rate | 65.3% | 72.8%-7.4pp | 76.9%-11.6pp | 69.5%-4.2pp |
| Annual return | 15.08% | 21.57%-6.5pp | 25.88%-10.8pp | 73.15%-58.1pp |
| Employer contribution / active EE | $439 | $1,755-75.0% | $2,428-81.9% | $2,343-81.3% |
| Participant deferral / active EE | $2,441 | $2,987-18.3% | $3,706-34.1% | $3,332-26.7% |
| Admin fee / account holder | $2 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |