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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 13 · EIN 34-1479833 | Contract Administrator | $214,169 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,391 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $5 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $73,727 | $37,196+98.2% | $154,114-52.2% | $55,725+32.3% |
| Participation rate | 96.7% | 64.1%+32.6pp | 83.0%+13.6pp | 70.9%+25.8pp |
| Annual return | -5.30% | 1319.68%-1325.0pp | 735.16%-740.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $5,346 | $1,614+231.2% | $5,298+0.9% | $2,078+157.2% |
| Participant deferral / active EE | $4,460 | $2,068+115.7% | $5,081-12.2% | $3,356+32.9% |
| Admin fee / account holder | $202 | $102+98.8% | $13,411-98.5% | $115+75.4% |