Filed February 5, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $235,116 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,954 | $80,005-18.8% | $140,016-53.6% | $55,725+16.6% |
| Participation rate | 99.4% | 87.0%+12.4pp | 87.5%+11.9pp | 70.9%+28.5pp |
| Annual return | -6.01% | 0.46%-6.5pp | 651.12%-657.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $2,693 | $3,403-20.8% | $5,606-52.0% | $2,078+29.6% |
| Participant deferral / active EE | $4,361 | $5,264-17.2% | $6,927-37.0% | $3,356+30.0% |
| Admin fee / account holder | $221 | $116+90.8% | $10,705-97.9% | $115+91.7% |