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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $32 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $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 | $78,462 | $68,408+14.7% | $57,196+37.2% | $57,658+36.1% |
| Participation rate | 58.5% | 79.1%-20.6pp | 75.3%-16.8pp | 70.2%-11.7pp |
| Annual return | 7.57% | 8.51%-0.9pp | 14.59%-7.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $3,471 | $2,869+21.0% | $2,683+29.4% | $1,974+75.9% |
| Participant deferral / active EE | $2,105 | $2,903-27.5% | $3,096-32.0% | $3,061-31.2% |
| Admin fee / account holder | $0 | $70-99.9% | $3,141-100.0% | $95-100.0% |