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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $101,757 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $608 |
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 | $118,702 | $331,159-64.2% | $112,899+5.1% | $74,460+59.4% |
| Participation rate | 98.2% | 81.4%+16.8pp | 80.5%+17.7pp | 70.7%+27.5pp |
| Annual return | 12.81% | 21.62%-8.8pp | 34.11%-21.3pp | 34.38%-21.6pp |
| Employer contribution / active EE | $4,080 | $5,469-25.4% | $4,566-10.7% | $2,638+54.6% |
| Participant deferral / active EE | $6,994 | $8,097-13.6% | $6,516+7.3% | $4,530+54.4% |
| Admin fee / account holder | $221 | $281-21.2% | $7,047-96.9% | $348-36.4% |