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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $61,967 |
Service code 26 · EIN 22-3844414 | Advisory (Participants) | $14,460 |
Service code 26 · EIN 04-2541452 | Advisory (Participants) | $7,310 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $199 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,927 | $52,293+280.4% | $178,490+11.5% | $73,409+171.0% |
| Participation rate | 63.1% | 65.3%-2.2pp | 81.9%-18.8pp | 72.2%-9.0pp |
| Annual return | 15.56% | 34.75%-19.2pp | 151.07%-135.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $2,063 | $1,735+18.9% | $5,011-58.8% | $2,234-7.6% |
| Participant deferral / active EE | $4,218 | $2,332+80.8% | $5,202-18.9% | $3,805+10.8% |
| Admin fee / account holder | $252 | $127+97.8% | $13,984-98.2% | $158+59.5% |