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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $53,900 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $148 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $61,788 | $44,473+38.9% | $76,523-19.3% | $55,725+10.9% |
| Participation rate | 94.1% | 51.0%+43.1pp | 68.0%+26.1pp | 70.9%+23.3pp |
| Annual return | -4.35% | -2.01%-2.3pp | -0.27%-4.1pp | 244.93%-249.3pp |
| Employer contribution / active EE | $3,630 | $1,101+229.6% | $2,647+37.1% | $2,078+74.7% |
| Participant deferral / active EE | $8,982 | $1,988+351.9% | $3,835+134.2% | $3,356+167.7% |
| Admin fee / account holder | $181 | $134+35.3% | $4,848-96.3% | $115+57.6% |