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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,037 | $69,511-33.8% | $94,664-51.4% | $71,511-35.6% |
| Participation rate | 91.3% | 78.4%+12.8pp | 80.8%+10.4pp | 67.9%+23.3pp |
| Annual return | 23.26% | 29.67%-6.4pp | 156.84%-133.6pp | 28.86%-5.6pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $12,627 | $7,348+71.9% | $7,417+70.2% | $4,291+194.3% |
| Admin fee / account holder | $82 | $1,211-93.2% | $7,222-98.9% | $1,588-94.8% |