| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 13 · EIN 34-1479833 | Contract Administrator | $289,697 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 13 · EIN 94-1737782 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,815 | $71,957+109.6% | $67,652+122.9% | $59,188+154.8% |
| Participation rate | 86.9% | 82.7%+4.2pp | 75.7%+11.2pp | 69.4%+17.5pp |
| Annual return | 1.52% | 8.53%-7.0pp | 6625.40%-6623.9pp | 5.51%-4.0pp |
| Employer contribution / active EE | $2,933 | $2,432+20.6% | $2,266+29.4% | $2,098+39.8% |
| Participant deferral / active EE | $6,690 | $4,211+58.9% | $3,560+87.9% | $3,265+104.9% |
| Admin fee / account holder | $53 | $64-17.0% | $4,821-98.9% | $92-42.2% |