Filed February 21, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 11 · EIN 34-1479833 | Actuarial | $103,521 |
Service code 27 · EIN 26-0516431 | Advisory (Plan) | $50,000 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $17,480 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 14.56% | 13.46%+1.1pp | 9.39%+5.2pp | 17.84%-3.3pp |
| Employer contribution / active EE | $7,629 | $16,846-54.7% | $33,466-77.2% | $14,688-48.1% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |