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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $201 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $88,803 | $73,102+21.5% | $123,553-28.1% | $56,289+57.8% |
| Participation rate | 92.0% | 74.3%+17.7pp | 82.3%+9.7pp | 69.9%+22.2pp |
| Annual return | -3.55% | 3.01%-6.6pp | 119.21%-122.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $72 | $2,977-97.6% | $4,628-98.4% | $2,111-96.6% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $16 | $554-97.1% | $9,284-99.8% | $521-97.0% |