Filed April 4, 2016
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $53,933 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,107 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $162,636 | $46,360+250.8% | $147,617+10.2% | $52,331+210.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -2.52% | 1.62%-4.1pp | 61.98%-64.5pp | 4.54%-7.1pp |
| Employer contribution / active EE | $9,603 | $2,126+351.7% | $5,564+72.6% | $1,882+410.3% |
| Participant deferral / active EE | $4,795 | $2,258+112.4% | $4,895-2.1% | $3,022+58.6% |
| Admin fee / account holder | $210 | $766-72.6% | $11,612-98.2% | $592-64.5% |