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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $38,544 | $155,795-75.3% | $136,298-71.7% | $69,634-44.6% |
| Participation rate | 96.4% | 75.2%+21.1pp | 81.9%+14.5pp | 70.7%+25.7pp |
| Annual return | 0.25% | 232464.33%-232464.1pp | 5156.27%-5156.0pp | 27572.26%-27572.0pp |
| Employer contribution / active EE | $1,376 | $2,991-54.0% | $4,696-70.7% | $2,032-32.3% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |