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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 | $75,541-24.3% | $152,093-62.4% | $82,637-30.8% |
| Participation rate | 95.7% | 66.5%+29.2pp | 77.8%+18.0pp | 68.1%+27.7pp |
| Annual return | 9.40% | 32.56%-23.2pp | 66.36%-57.0pp | 53.51%-44.1pp |
| Employer contribution / active EE | $10,106 | $2,622+285.4% | $4,175+142.1% | $2,552+296.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $264 | $6,405-95.9% | $14,497-98.2% | $7,339-96.4% |