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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $43,782 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 16 · EIN 82-3967259 | Consulting | $11,533 |
Service code 27 · EIN 94-3428956 | Advisory (Plan) | $8,426 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB AND CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $21 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 | Shareholder Servicing | $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 | $51,174 | $100,801-49.2% | $149,730-65.8% | $73,412-30.3% |
| Participation rate | 93.7% | 77.7%+16.0pp | 82.5%+11.2pp | 72.2%+21.5pp |
| Annual return | 20.65% | 265.34%-244.7pp | 276.70%-256.0pp | 59.30%-38.6pp |
| Employer contribution / active EE | $1,524 | $3,312-54.0% | $4,645-67.2% | $2,234-31.8% |
| Participant deferral / active EE | $5,357 | $6,404-16.3% | $6,843-21.7% | $3,806+40.8% |
| Admin fee / account holder | $129 | $181-28.7% | $9,310-98.6% | $158-18.4% |