Filed March 25, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $351,632 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $16,500 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND KNIGHT LLP Service code 29 · EIN 59-0663819 | Legal | $6,611 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $605 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,298 | $91,746-11.4% | $146,647-44.6% | $93,010-12.6% |
| Participation rate | 97.6% | 80.9%+16.7pp | 80.1%+17.5pp | 73.9%+23.7pp |
| Annual return | 14.85% | 18.28%-3.4pp | 22.75%-7.9pp | 158.70%-143.9pp |
| Employer contribution / active EE | $4,560 | $2,815+62.0% | $4,137+10.2% | $2,705+68.6% |
| Participant deferral / active EE | $5,725 | $4,589+24.8% | $5,506+4.0% | $4,561+25.5% |
| Admin fee / account holder | $223 | $101+120.9% | $10,281-97.8% | $152+47.3% |