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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $146 |
CHARLES SCHWAB & CO., INC.2 years 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 | $82,631 | $155,795-47.0% | $136,298-39.4% | $69,631+18.7% |
| Participation rate | 49.7% | 75.2%-25.5pp | 81.9%-32.2pp | 70.7%-21.0pp |
| Annual return | 16.85% | 232464.33%-232447.5pp | 5156.27%-5139.4pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,457 | $5,394-35.9% | $6,247-44.7% | $3,224+7.2% |
| Admin fee / account holder | $2 | $128-98.1% | $9,244-100.0% | $110-97.8% |