Filed July 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,392 | $46,182-6.0% | $170,435-74.5% | $69,634-37.7% |
| Participation rate | 32.1% | 63.9%-31.8pp | 83.6%-51.5pp | 70.7%-38.5pp |
| Annual return | 16.96% | 21.40%-4.4pp | 205.94%-189.0pp | 27572.26%-27555.3pp |
| Employer contribution / active EE | $399 | $1,610-75.2% | $5,432-92.7% | $2,032-80.4% |
| Participant deferral / active EE | $849 | $2,081-59.2% | $4,939-82.8% | $3,224-73.7% |
| Admin fee / account holder | $8 | $116-92.9% | $13,881-99.9% | $110-92.6% |