Filed December 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $10,815 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Trustee (dire... | $9,098 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,596 | $65,437+1.8% | $86,698-23.2% | $66,949-0.5% |
| Participation rate | 99.5% | 75.5%+24.0pp | 76.6%+22.9pp | 69.8%+29.6pp |
| Annual return | -16.12% | -10.91%-5.2pp | 35.96%-52.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $2,868 | $2,154+33.2% | $2,837+1.1% | $2,545+12.7% |
| Participant deferral / active EE | $4,273 | $4,102+4.2% | $4,656-8.2% | $4,239+0.8% |
| Admin fee / account holder | $47 | $642-92.6% | $7,492-99.4% | $594-92.0% |