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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $190 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $93,759 | $80,177+16.9% | $123,894-24.3% | $57,658+62.6% |
| Participation rate | 88.6% | 74.4%+14.2pp | 81.4%+7.2pp | 70.2%+18.4pp |
| Annual return | 7.44% | 17.90%-10.5pp | 47.52%-40.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $9,856 | $2,913+238.4% | $4,617+113.5% | $1,974+399.4% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1 | $106-99.5% | $8,357-100.0% | $95-99.4% |