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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,277 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,981 | $89,739+351.3% | $149,721+170.5% | $62,293+550.1% |
| Participation rate | 99.1% | 85.1%+14.0pp | 87.1%+12.0pp | 69.5%+29.6pp |
| Annual return | 12.01% | 21.01%-9.0pp | 1501.67%-1489.7pp | 28.90%-16.9pp |
| Employer contribution / active EE | $22,298 | $3,233+589.7% | $5,444+309.6% | $2,042+991.8% |
| Participant deferral / active EE | $14,480 | $4,797+201.8% | $6,568+120.4% | $3,169+356.9% |
| Admin fee / account holder | $134 | $551-75.6% | $11,282-98.8% | $479-72.0% |