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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $175 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,404 | $80,753+153.1% | $136,298+50.0% | $62,293+228.1% |
| Participation rate | 98.4% | 73.5%+24.9pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | 14.00% | 35.83%-21.8pp | 5156.27%-5142.3pp | 28.90%-14.9pp |
| Employer contribution / active EE | $7,300 | $2,884+153.2% | $4,696+55.5% | $2,042+257.5% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $525-99.7% | $9,244-100.0% | $479-99.7% |