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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $74,145 |
Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $9,394 |
Service code 26 · EIN 01-0590880 | Advisory (Participants) | $5,118 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,601 | $73,404+49.3% | $87,102+25.8% | $67,579+62.2% |
| Participation rate | 90.1% | 80.9%+9.2pp | 76.9%+13.2pp | 71.3%+18.8pp |
| Annual return | 22.55% | 48.29%-25.7pp | 28.19%-5.6pp | 378.56%-356.0pp |
| Employer contribution / active EE | $3,394 | $2,014+68.5% | $2,521+34.6% | $2,148+58.0% |
| Participant deferral / active EE | $3,516 | $3,913-10.1% | $4,048-13.1% | $3,539-0.7% |
| Admin fee / account holder | $91 | $142-35.4% | $7,491-98.8% | $142-35.7% |