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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,705 |
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 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $296,214 | $106,247+178.8% | $147,096+101.4% | $77,714+281.2% |
| Participation rate | 15.5% | 78.4%-62.9pp | 82.2%-66.7pp | 70.6%-55.1pp |
| Annual return | 15.22% | 56.87%-41.6pp | 419.75%-404.5pp | 31.26%-16.0pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $10,355 | $7,996+29.5% | $8,071+28.3% | $4,649+122.7% |
| Admin fee / account holder | $15 | $338-95.6% | $13,005-99.9% | $433-96.5% |