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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $86,628 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $589 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $129,960 | $155,364-16.4% | $103,065+26.1% | $77,762+67.1% |
| Participation rate | 97.9% | 85.5%+12.4pp | 80.6%+17.4pp | 70.6%+27.3pp |
| Annual return | 10.85% | 19.01%-8.2pp | 23.95%-13.1pp | 31.27%-20.4pp |
| Employer contribution / active EE | $4,006 | $5,949-32.7% | $4,675-14.3% | $2,728+46.8% |
| Participant deferral / active EE | $7,765 | $8,482-8.5% | $6,625+17.2% | $4,651+67.0% |
| Admin fee / account holder | $244 | $503-51.4% | $9,349-97.4% | $433-43.6% |