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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ 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 | $44,813 | $100,801-55.5% | $149,751-70.1% | $73,415-39.0% |
| Participation rate | 96.6% | 77.7%+18.9pp | 82.5%+14.1pp | 72.2%+24.4pp |
| Annual return | 0.46% | 265.34%-264.9pp | 276.71%-276.2pp | 59.30%-58.8pp |
| Employer contribution / active EE | $8,471 | $3,312+155.8% | $4,646+82.3% | $2,234+279.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |