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| Provider | Service type | Compensation |
|---|---|---|
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 59 · EIN 94-1737782 | 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,274 | $106,164+174.4% | $147,041+98.1% | $77,692+274.9% |
| Participation rate | 29.2% | 78.4%-49.2pp | 82.2%-53.0pp | 70.6%-41.4pp |
| Annual return | 8.66% | 56.81%-48.2pp | 419.21%-410.6pp | 31.25%-22.6pp |
| Employer contribution / active EE | $2,483 | $4,066-38.9% | $4,935-49.7% | $2,726-8.9% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $7 | $338-97.9% | $13,006-99.9% | $431-98.4% |