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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $300 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,927 | $88,122+55.4% | $141,197-3.0% | $67,582+102.6% |
| Participation rate | 93.2% | 76.5%+16.7pp | 82.5%+10.7pp | 71.3%+21.9pp |
| Annual return | 20.15% | 75.40%-55.3pp | 71.41%-51.3pp | 378.57%-358.4pp |
| Employer contribution / active EE | $11,556 | $3,224+258.4% | $4,736+144.0% | $2,148+438.1% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |