Filed March 25, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $290,654 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,073 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $70,106 | $73,125-4.1% | $125,195-44.0% | $77,775-9.9% |
| Participation rate | 94.8% | 79.4%+15.4pp | 79.8%+15.0pp | 73.2%+21.6pp |
| Annual return | 19.73% | 24.71%-5.0pp | 43.79%-24.1pp | 32.58%-12.8pp |
| Employer contribution / active EE | $3,171 | $2,413+31.4% | $3,866-18.0% | $2,504+26.6% |
| Participant deferral / active EE | $4,805 | $3,966+21.2% | $4,937-2.7% | $3,966+21.2% |
| Admin fee / account holder | $185 | $89+107.2% | $9,704-98.1% | $100+85.1% |