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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,300 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $689,475 | $106,264+548.8% | $147,117+368.7% | $77,762+786.7% |
| Participation rate | 46.4% | 78.4%-32.0pp | 82.2%-35.8pp | 70.6%-24.2pp |
| Annual return | 9.77% | 56.94%-47.2pp | 420.54%-410.8pp | 31.27%-21.5pp |
| Employer contribution / active EE | $10,062 | $4,074+147.0% | $4,932+104.0% | $2,728+268.8% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $15 | $334-95.4% | $12,993-99.9% | $433-96.5% |