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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,274 | $106,028+174.7% | $146,958+98.2% | $77,643+275.1% |
| Participation rate | 29.2% | 78.4%-49.2pp | 82.2%-53.0pp | 70.6%-41.4pp |
| Annual return | 8.66% | 56.73%-48.1pp | 418.34%-409.7pp | 31.24%-22.6pp |
| Employer contribution / active EE | $2,483 | $4,063-38.9% | $4,933-49.7% | $2,726-8.9% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $7 | $337-97.9% | $12,998-99.9% | $430-98.4% |