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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $200 |
CHARLES SCHWAB & CO., INC.4 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.
Employer contribution per participant 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 | $100,003 | $88,122+13.5% | $141,197-29.2% | $67,582+48.0% |
| Participation rate | 50.5% | 76.5%-26.0pp | 82.5%-32.0pp | 71.3%-20.8pp |
| Annual return | 26.63% | 75.40%-48.8pp | 71.41%-44.8pp | 378.57%-351.9pp |
| Employer contribution / active EE | $2 | $3,224-99.9% | $4,736-100.0% | $2,148-99.9% |
| Participant deferral / active EE | $4,059 | $5,958-31.9% | $6,710-39.5% | $3,539+14.7% |
| Admin fee / account holder | $2 | $131-98.2% | $10,265-100.0% | $142-98.3% |