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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,488 | $75,388+5.4% | $123,553-35.7% | $55,725+42.6% |
| Participation rate | 49.5% | 75.7%-26.2pp | 82.3%-32.8pp | 70.9%-21.3pp |
| Annual return | -6.24% | 4.48%-10.7pp | 119.21%-125.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,795 | $5,651-32.8% | $6,426-40.9% | $3,356+13.1% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |