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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $150 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,305 | $55,453-92.2% | $170,439-97.5% | $62,293-93.1% |
| Participation rate | 87.9% | 66.4%+21.6pp | 83.6%+4.3pp | 69.5%+18.4pp |
| Annual return | 10.65% | 21.38%-10.7pp | 205.94%-195.3pp | 28.90%-18.2pp |
| Employer contribution / active EE | $355 | $2,164-83.6% | $5,433-93.5% | $2,042-82.6% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $37 | $455-92.0% | $13,881-99.7% | $479-92.4% |