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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST Service code 28 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Management | $478 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $456,952 | $73,102+525.1% | $123,553+269.8% | $56,289+711.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.42% | 3.01%-8.4pp | 119.21%-124.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $16,072 | $2,977+439.9% | $4,628+247.3% | $2,111+661.3% |
| Participant deferral / active EE | $10,639 | $5,423+96.2% | $6,426+65.6% | $3,350+217.6% |
| Admin fee / account holder | $3 | $554-99.5% | $9,284-100.0% | $521-99.4% |