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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $102,645 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $32 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,628 | $131,734-10.7% | $93,786+25.4% | $64,824+81.5% |
| Participation rate | 98.7% | 85.5%+13.2pp | 81.0%+17.7pp | 71.5%+27.2pp |
| Annual return | -7.95% | -14.04%+6.1pp | -11.32%+3.4pp | 32.84%-40.8pp |
| Employer contribution / active EE | $3,773 | $5,643-33.1% | $4,328-12.8% | $2,507+50.5% |
| Participant deferral / active EE | $6,322 | $8,135-22.3% | $6,100+3.7% | $4,311+46.7% |
| Admin fee / account holder | $237 | $141+67.7% | $7,184-96.7% | $188+26.2% |