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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $250 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,580 | $155,795-23.9% | $136,294-13.0% | $69,631+70.3% |
| Participation rate | 90.1% | 75.2%+14.9pp | 81.9%+8.2pp | 70.7%+19.4pp |
| Annual return | 14.37% | 232464.33%-232450.0pp | 5155.94%-5141.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $8,224 | $2,991+174.9% | $4,695+75.1% | $2,032+304.7% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $1 | $128-98.9% | $9,243-100.0% | $110-98.7% |