Filed October 15, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $19,791 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $15,985 |
CHARLES SCHWAB & CO., INC.7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,417 | $111,491-62.0% | $189,537-77.6% | $86,821-51.1% |
| Participation rate | 94.8% | 87.3%+7.5pp | 87.8%+7.0pp | 72.3%+22.5pp |
| Annual return | 17.45% | 83.50%-66.0pp | 555.34%-537.9pp | 97.94%-80.5pp |
| Employer contribution / active EE | $2,462 | $3,951-37.7% | $6,161-60.0% | $2,406+2.3% |
| Participant deferral / active EE | $3,448 | $6,437-46.4% | $8,220-58.1% | $4,132-16.5% |
| Admin fee / account holder | $12 | $189-93.7% | $12,048-99.9% | $170-93.0% |