Filed May 20, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $7,826 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,877 | $47,173-15.5% | $149,740-73.4% | $74,478-46.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 31.65% | 22.75%+8.9pp | 134.51%-102.9pp | 34.37%-2.7pp |
| Employer contribution / active EE | $0 | $1,903-100.0% | $4,821-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,148 | $2,730+52.0% | $5,683-27.0% | $4,530-8.4% |
| Admin fee / account holder | $21 | $343-94.0% | $13,222-99.8% | $347-94.1% |