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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $39,168 | $80,177-51.1% | $123,894-68.4% | $57,661-32.1% |
| Participation rate | 98.9% | 74.4%+24.5pp | 81.4%+17.5pp | 70.2%+28.7pp |
| Annual return | 0.08% | 17.90%-17.8pp | 47.52%-47.4pp | 5.13%-5.1pp |
| Employer contribution / active EE | $3,441 | $2,913+18.1% | $4,617-25.5% | $1,974+74.3% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |