Filed May 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $135 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,247 | $66,180-21.1% | $118,746-56.0% | $62,293-16.1% |
| Participation rate | 65.0% | 71.3%-6.3pp | 78.3%-13.2pp | 69.5%-4.5pp |
| Annual return | 15.37% | 60.89%-45.5pp | 24.54%-9.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $3,183-100.0% | $4,193-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,825 | $4,247-33.5% | $5,332-47.0% | $3,169-10.9% |
| Admin fee / account holder | $21 | $753-97.2% | $10,720-99.8% | $479-95.5% |