Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $6,440 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,186-100.0% | $433,529-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 22.9%-22.9pp | 3.6%-3.6pp |
| Annual return | 16.89% | 11.84%+5.1pp | 12.74%+4.1pp | 11.84%+5.1pp |
| Employer contribution / active EE | $9,430 | $17,339-45.6% | $33,332-71.7% | $17,339-45.6% |
| Participant deferral / active EE | $0 | $683-100.0% | $157-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $2,396-100.0% | $409-100.0% |