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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,521 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $117 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 | $43,646 | $70,002-37.7% | $115,038-62.1% | $52,331-16.6% |
| Participation rate | 73.1% | 72.1%+1.0pp | 81.4%-8.3pp | 68.1%+5.0pp |
| Annual return | 1.17% | 4.04%-2.9pp | 26.14%-25.0pp | 4.54%-3.4pp |
| Employer contribution / active EE | $2,767 | $2,715+1.9% | $4,608-39.9% | $1,882+47.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $68 | $566-88.1% | $8,175-99.2% | $592-88.6% |