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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $45 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,429 | $89,652-34.8% | $141,197-58.6% | $65,186-10.4% |
| Participation rate | 82.5% | 74.7%+7.8pp | 82.5%+0.1pp | 70.2%+12.3pp |
| Annual return | 17.78% | 32.79%-15.0pp | 71.41%-53.6pp | 29.39%-11.6pp |
| Employer contribution / active EE | $3,941 | $3,065+28.6% | $4,736-16.8% | $2,177+81.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |