| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $321,777 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | 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 | $162,198 | $88,730+82.8% | $82,312+97.1% | $77,958+108.1% |
| Participation rate | 90.2% | 84.5%+5.7pp | 76.9%+13.3pp | 71.6%+18.5pp |
| Annual return | 11.64% | 20.88%-9.2pp | 25.88%-14.2pp | 20.87%-9.2pp |
| Employer contribution / active EE | $3,485 | $2,758+26.4% | $2,428+43.5% | $2,310+50.8% |
| Participant deferral / active EE | $7,245 | $4,634+56.3% | $3,706+95.5% | $3,537+104.9% |
| Admin fee / account holder | $60 | $74-19.2% | $5,608-98.9% | $97-38.6% |