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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $338 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $642,640 | $104,317+516.0% | $159,436+303.1% | $86,799+640.4% |
| Participation rate | 45.2% | 77.7%-32.5pp | 82.8%-37.6pp | 72.3%-27.0pp |
| Annual return | 12.00% | 26.32%-14.3pp | 263.57%-251.6pp | 97.91%-85.9pp |
| Employer contribution / active EE | $8,094 | $3,451+134.5% | $4,829+67.6% | $2,405+236.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $133 | $172-22.8% | $10,799-98.8% | $170-21.6% |