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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | 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 | $38,795 | $88,324-56.1% | $115,038-66.3% | $55,191-29.7% |
| Participation rate | 90.0% | 72.5%+17.5pp | 81.4%+8.6pp | 69.2%+20.8pp |
| Annual return | -0.02% | 6.30%-6.3pp | 26.14%-26.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,682 | $2,805-40.0% | $4,608-63.5% | $1,899-11.4% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $5 | $105-95.6% | $8,175-99.9% | $91-94.9% |