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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,561 | $104,336-55.4% | $159,495-70.8% | $86,828-46.4% |
| Participation rate | 97.1% | 77.7%+19.3pp | 82.8%+14.2pp | 72.3%+24.8pp |
| Annual return | 0.37% | 26.32%-26.0pp | 263.72%-263.4pp | 97.95%-97.6pp |
| Employer contribution / active EE | $5,590 | $3,451+62.0% | $4,831+15.7% | $2,406+132.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |