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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,125 | $82,188-40.2% | $125,401-60.8% | $64,829-24.2% |
| Participation rate | 97.9% | 77.9%+20.0pp | 82.4%+15.5pp | 71.5%+26.4pp |
| Annual return | -0.53% | 3.50%-4.0pp | 572.53%-573.1pp | 32.85%-33.4pp |
| Employer contribution / active EE | $6,708 | $3,617+85.4% | $4,816+39.3% | $2,507+167.5% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,008-100.0% | $188-100.0% |