Filed December 21, 2016
Total covered: 1,658 employees
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & COMPANY Service code 18 · EIN 94-1737782 | Other fees; Custodial (other than sec... | $10,164 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,932 | $80,211+131.8% | $74,184+150.6% | $63,975+190.6% |
| Participation rate | 94.7% | 84.2%+10.5pp | 76.6%+18.1pp | 71.1%+23.5pp |
| Annual return | 0.00% | 14.13%-14.1pp | 17.74%-17.7pp | 48.65%-48.7pp |
| Employer contribution / active EE | $2,759 | $2,553+8.1% | $2,370+16.4% | $2,182+26.5% |
| Participant deferral / active EE | $3,990 | $4,370-8.7% | $3,550+12.4% | $3,356+18.9% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |