| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 13 · EIN 34-1479833 | Contract Administrator | $320,572 |
Service code 27 · EIN 62-0941756 | Advisory (Plan) | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 60 · EIN 94-1737782 | Sub-TA Fees | $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 | $149,392 | $80,211+86.2% | $74,184+101.4% | $63,975+133.5% |
| Participation rate | 89.9% | 84.2%+5.7pp | 76.6%+13.3pp | 71.1%+18.7pp |
| Annual return | 5.10% | 14.13%-9.0pp | 17.74%-12.6pp | 48.65%-43.6pp |
| Employer contribution / active EE | $3,161 | $2,553+23.8% | $2,370+33.4% | $2,182+44.9% |
| Participant deferral / active EE | $6,996 | $4,370+60.1% | $3,550+97.1% | $3,356+108.4% |
| Admin fee / account holder | $56 | $67-16.1% | $5,586-99.0% | $70-19.9% |