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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $25,316 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,611 | $110,410-71.4% | $102,437-69.1% | $145,897-78.3% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 47.89% | 24.85%+23.0pp | 24.95%+22.9pp | 552.29%-504.4pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $169 | $9,745-98.3% | $8,388-98.0% | $13,390-98.7% |