Filed December 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,854 | $84,000-58.5% | $119,609-70.9% | $77,904-55.3% |
| Participation rate | 96.7% | 77.8%+18.9pp | 79.3%+17.5pp | 73.7%+23.1pp |
| Annual return | -16.94% | -11.59%-5.3pp | -14.97%-2.0pp | 12.21%-29.1pp |
| Employer contribution / active EE | $10,024 | $2,907+244.8% | $4,232+136.9% | $2,848+252.0% |
| Participant deferral / active EE | $2,561 | $4,705-45.6% | $5,602-54.3% | $4,806-46.7% |
| Admin fee / account holder | $193 | $116+66.3% | $10,323-98.1% | $133+45.3% |