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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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 | $38,041 | $75,388-49.5% | $123,553-69.2% | $55,727-31.7% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.3%+13.9pp | 70.9%+25.4pp |
| Annual return | 1.12% | 4.48%-3.4pp | 119.21%-118.1pp | 244.94%-243.8pp |
| Employer contribution / active EE | $904 | $3,063-70.5% | $4,628-80.5% | $2,078-56.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |