Filed December 21, 2016
Total covered: 1,658 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & COMPANY Service code 18 · EIN 94-1737782 | Other fees; Custodial (securities); S... | $9,364 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,120 | $88,730+23.0% | $82,312+32.6% | $77,958+40.0% |
| Participation rate | 96.6% | 84.5%+12.0pp | 76.9%+19.7pp | 71.6%+24.9pp |
| Annual return | 18.55% | 20.88%-2.3pp | 25.88%-7.3pp | 20.87%-2.3pp |
| Employer contribution / active EE | $2,692 | $2,758-2.4% | $2,428+10.9% | $2,310+16.5% |
| Participant deferral / active EE | $5,790 | $4,634+24.9% | $3,706+56.2% | $3,537+63.7% |
| Admin fee / account holder | $0 | $74-100.0% | $5,608-100.0% | $97-100.0% |