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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 | $106,264+174.1% | $147,117+98.0% | $77,762+274.6% |
| Participation rate | 29.2% | 78.4%-49.2pp | 82.2%-53.0pp | 70.6%-41.4pp |
| Annual return | 8.66% | 56.94%-48.3pp | 420.54%-411.9pp | 31.27%-22.6pp |
| Employer contribution / active EE | $2,483 | $4,074-39.1% | $4,932-49.7% | $2,728-9.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $7 | $334-97.9% | $12,993-99.9% | $433-98.4% |