Filed December 21, 2016
Total covered: 1,658 employees
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & COMPANY Service code 18 · EIN 94-1737782 | Custodial (securities); Securities br... | $10,111 |
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 | $228,937 | $105,173+117.7% | $87,102+162.8% | $77,775+194.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 18.30% | 24.52%-6.2pp | 28.19%-9.9pp | 32.58%-14.3pp |
| Employer contribution / active EE | $8,049 | $2,890+178.5% | $2,521+219.2% | $2,504+221.4% |
| Participant deferral / active EE | $11,778 | $5,048+133.3% | $4,048+190.9% | $3,966+197.0% |
| Admin fee / account holder | $0 | $105-100.0% | $7,493-100.0% | $100-100.0% |