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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $145 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,770 | $46,732-91.9% | $156,551-97.6% | $55,167-93.2% |
| Participation rate | 88.5% | 65.8%+22.8pp | 84.0%+4.5pp | 69.0%+19.6pp |
| Annual return | 9.76% | 17.72%-8.0pp | 32.23%-22.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $382 | $2,105-81.9% | $5,501-93.1% | $1,963-80.6% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $33 | $418-92.1% | $13,028-99.7% | $504-93.4% |