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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,200 | $106,247-51.8% | $147,096-65.2% | $77,714-34.1% |
| Participation rate | 97.9% | 78.4%+19.5pp | 82.2%+15.7pp | 70.6%+27.3pp |
| Annual return | 0.79% | 56.87%-56.1pp | 419.75%-419.0pp | 31.26%-30.5pp |
| Employer contribution / active EE | $7,170 | $4,069+76.2% | $4,936+45.3% | $2,727+162.9% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |