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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.9+ 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 | $51,484 | $95,438-46.1% | $135,998-62.1% | $74,478-30.9% |
| Participation rate | 94.8% | 78.2%+16.6pp | 81.9%+12.9pp | 70.7%+24.1pp |
| Annual return | 0.99% | 32.61%-31.6pp | 68.37%-67.4pp | 34.37%-33.4pp |
| Employer contribution / active EE | $6,983 | $3,878+80.1% | $4,860+43.7% | $2,637+164.8% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-99.8% | $10,769-100.0% | $347-99.9% |