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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $5,408 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $954,111 | $148,978+540.4% | $200,582+375.7% | $84,808+1025.0% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 13.31% | 28.16%-14.9pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $12,219 | $4,815+153.8% | $6,419+90.4% | $2,631+364.4% |
| Participant deferral / active EE | $22,400 | $7,142+213.6% | $9,331+140.1% | $4,212+431.9% |
| Admin fee / account holder | $42 | $13,977-99.7% | $16,305-99.7% | $7,344-99.4% |