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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $233 |
Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $102,132 | $80,753+26.5% | $136,298-25.1% | $62,293+64.0% |
| Participation rate | 87.6% | 73.5%+14.0pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 10.41% | 35.83%-25.4pp | 5156.27%-5145.9pp | 28.90%-18.5pp |
| Employer contribution / active EE | $9,493 | $2,884+229.2% | $4,696+102.2% | $2,042+364.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $16 | $525-97.0% | $9,244-99.8% | $479-96.7% |