Filed February 21, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 11 · EIN 34-1479833 | Actuarial | $120,264 |
Service code 27 · EIN 26-0516431 | Advisory (Plan) | $60,000 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $18,850 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 10.72% | 15.63%-4.9pp | 11.31%-0.6pp | 15.63%-4.9pp |
| Employer contribution / active EE | $13,275 | $11,476+15.7% | $35,729-62.8% | $11,476+15.7% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |