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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $396,037,917 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,959 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 28 · EIN 41-1812533 | Investment Management | $10,802 |
HENJES CONNER & WILLIAMS PC2 years Service code 10 · EIN 48-1292483 | Accounting | $9,700 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,128 | $79,223-38.0% | $102,460-52.1% | $74,478-34.0% |
| Participation rate | 81.4% | 74.8%+6.7pp | 76.5%+4.9pp | 67.2%+14.2pp |
| Annual return | 10.09% | 54.98%-44.9pp | 29.47%-19.4pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $2,550 | $2,363+7.9% | $3,025-15.7% | $2,626-2.9% |
| Participant deferral / active EE | $1,845 | $4,417-58.2% | $5,056-63.5% | $4,350-57.6% |
| Admin fee / account holder | $204 | $2,003-89.8% | $9,460-97.8% | $1,946-89.5% |