Filed October 15, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $22,224 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $13,519 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,741 | $88,515-60.8% | $162,185-78.6% | $67,582-48.6% |
| Participation rate | 93.3% | 86.8%+6.5pp | 87.6%+5.7pp | 71.3%+22.0pp |
| Annual return | 20.76% | 27.04%-6.3pp | 115.61%-94.8pp | 378.57%-357.8pp |
| Employer contribution / active EE | $1,943 | $3,563-45.5% | $5,613-65.4% | $2,148-9.5% |
| Participant deferral / active EE | $2,650 | $5,724-53.7% | $7,297-63.7% | $3,539-25.1% |
| Admin fee / account holder | $19 | $124-84.3% | $10,844-99.8% | $142-86.4% |