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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 | Other investment fees and expenses; S... | $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 | $106,247+548.9% | $147,096+368.7% | $77,714+787.2% |
| Participation rate | 46.4% | 78.4%-32.0pp | 82.2%-35.8pp | 70.6%-24.2pp |
| Annual return | 9.77% | 56.87%-47.1pp | 419.75%-410.0pp | 31.26%-21.5pp |
| Employer contribution / active EE | $10,062 | $4,069+147.3% | $4,936+103.8% | $2,727+269.0% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $15 | $338-95.5% | $13,005-99.9% | $433-96.5% |