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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,544 | $72,254-49.4% | $86,677-57.8% | $64,808-43.6% |
| Participation rate | 57.1% | 80.4%-23.4pp | 76.6%-19.5pp | 71.5%-14.4pp |
| Annual return | -16.66% | 392.42%-409.1pp | 35.91%-52.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,724 | $2,393-27.9% | $2,836-39.2% | $2,506-31.2% |
| Participant deferral / active EE | $987 | $4,658-78.8% | $4,656-78.8% | $4,310-77.1% |
| Admin fee / account holder | $90 | $174-48.1% | $7,493-98.8% | $188-51.9% |