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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 21 · EIN 94-1737782 | Bank Trustee | $31,105 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,157 | $77,814-26.5% | $158,223-63.9% | $86,983-34.3% |
| Participation rate | 95.7% | 68.4%+27.3pp | 79.2%+16.5pp | 69.5%+26.2pp |
| Annual return | 9.40% | 30.54%-21.1pp | 52.09%-42.7pp | 25.83%-16.4pp |
| Employer contribution / active EE | $10,106 | $2,592+289.9% | $4,109+146.0% | $2,584+291.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $264 | $5,879-95.5% | $16,047-98.4% | $7,856-96.6% |