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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $40 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,082 | $80,177-21.3% | $123,894-49.1% | $57,658+9.4% |
| Participation rate | 50.9% | 74.4%-23.6pp | 81.4%-30.5pp | 70.2%-19.3pp |
| Annual return | 8.54% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,097 | $5,130-39.6% | $5,984-48.3% | $3,061+1.2% |
| Admin fee / account holder | $0 | $106-99.6% | $8,357-100.0% | $95-99.5% |