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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $50 |
Filed as: CHARLES SCHWAB & CO. INC AND AFFILI 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 | $113,378 | $75,388+50.4% | $123,553-8.2% | $55,725+103.5% |
| Participation rate | 90.1% | 75.7%+14.5pp | 82.3%+7.8pp | 70.9%+19.3pp |
| Annual return | -5.73% | 4.48%-10.2pp | 119.21%-124.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $10,864 | $3,063+254.7% | $4,628+134.7% | $2,078+422.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |