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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $51,868 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $194 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,658 | $80,753+370.1% | $136,294+178.6% | $62,292+509.5% |
| Participation rate | 86.2% | 73.5%+12.7pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 16.14% | 35.83%-19.7pp | 5155.94%-5139.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $5,614 | $2,884+94.7% | $4,695+19.6% | $2,042+174.9% |
| Participant deferral / active EE | $8,371 | $5,164+62.1% | $6,247+34.0% | $3,169+164.1% |
| Admin fee / account holder | $261 | $525-50.3% | $9,243-97.2% | $479-45.5% |