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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $25,147 | $63,314-60.3% | $91,004-72.4% | $62,293-59.6% |
| Participation rate | 68.9% | 73.3%-4.4pp | 75.6%-6.7pp | 69.5%-0.6pp |
| Annual return | 10.84% | 21.00%-10.2pp | 4.60%+6.2pp | 28.90%-18.1pp |
| Employer contribution / active EE | $446 | $1,807-75.3% | $2,456-81.8% | $2,042-78.1% |
| Participant deferral / active EE | $1,565 | $2,944-46.8% | $3,548-55.9% | $3,169-50.6% |
| Admin fee / account holder | $10 | $468-97.9% | $5,417-99.8% | $479-98.0% |