Filed August 7, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,489 | $85,135+143.7% | $98,907+109.8% | $73,409+182.6% |
| Participation rate | 98.5% | 81.1%+17.3pp | 76.0%+22.5pp | 72.2%+26.3pp |
| Annual return | 13.21% | 19.14%-5.9pp | 196.43%-183.2pp | 59.29%-46.1pp |
| Employer contribution / active EE | $4,801 | $2,721+76.4% | $2,689+78.5% | $2,234+114.9% |
| Participant deferral / active EE | $8,367 | $4,349+92.4% | $4,244+97.1% | $3,805+119.9% |
| Admin fee / account holder | $4 | $139-96.9% | $6,642-99.9% | $158-97.3% |