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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $1,517 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $778 |
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 | $91,432 | $61,214+49.4% | $83,322+9.7% | $56,287+62.4% |
| Participation rate | 74.8% | 72.6%+2.2pp | 77.8%-3.0pp | 69.9%+4.9pp |
| Annual return | -5.44% | 0.42%-5.9pp | 10.64%-16.1pp | -9.96%+4.5pp |
| Employer contribution / active EE | $3,889 | $1,925+102.0% | $3,379+15.1% | $2,111+84.2% |
| Participant deferral / active EE | $7,791 | $5,091+53.0% | $5,565+40.0% | $3,350+132.6% |
| Admin fee / account holder | $29 | $512-94.4% | $7,540-99.6% | $521-94.5% |