Filed April 7, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $109,869 | $46,360+137.0% | $147,617-25.6% | $52,331+110.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.19% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $7,700 | $2,126+262.2% | $5,564+38.4% | $1,882+309.2% |
| Participant deferral / active EE | $6,602 | $2,258+192.4% | $4,895+34.9% | $3,022+118.4% |
| Admin fee / account holder | $34 | $766-95.5% | $11,612-99.7% | $592-94.2% |