Filed August 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,850 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,768 | $74,552-13.1% | $63,018+2.8% | $69,631-7.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 10.08% | 15.77%-5.7pp | 87.62%-77.5pp | 27571.02%-27560.9pp |
| Employer contribution / active EE | $4,504 | $2,929+53.8% | $2,761+63.2% | $2,032+121.6% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,330-100.0% | $3,224-100.0% |
| Admin fee / account holder | $12 | $59-80.1% | $3,601-99.7% | $110-89.3% |