Filed October 7, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $49,946 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $300 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,072 | $52,960+298.5% | $86,681+143.5% | $80,187+163.2% |
| Participation rate | 96.9% | 62.4%+34.5pp | 71.7%+25.2pp | 72.9%+23.9pp |
| Annual return | 17.05% | 24.84%-7.8pp | 593.32%-576.3pp | 40.40%-23.4pp |
| Employer contribution / active EE | $30,515 | $2,138+1327.3% | $3,026+908.5% | $2,980+924.1% |
| Participant deferral / active EE | $0 | $3,226-100.0% | $4,440-100.0% | $5,016-100.0% |
| Admin fee / account holder | $19 | $113-83.3% | $5,620-99.7% | $145-86.9% |