Filed March 25, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 11 · EIN 34-1479833 | Actuarial | $59,975 |
Service code 28 · EIN 82-1364595 | Investment Management | $40,000 |
BDO USA, LLP8+ years Service code 10 · EIN 13-5381590 | Accounting | $20,000 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $48 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,383-100.0% | $565,817-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 29.9%-29.9pp | 9.9%-9.9pp |
| Annual return | -13.57% | -11.36%-2.2pp | -8.79%-4.8pp | -5.25%-8.3pp |
| Employer contribution / active EE | $14,881 | $11,614+28.1% | $43,463-65.8% | $15,161-1.8% |
| Participant deferral / active EE | $0 | $7-100.0% | $12-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $0 | $866-100.0% | $3,859-100.0% |