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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $7,583 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,829 | $56,640+81.6% | $78,002+31.8% | $55,167+86.4% |
| Participation rate | 97.4% | 73.3%+24.1pp | 75.5%+21.9pp | 69.0%+28.4pp |
| Annual return | 12.60% | 2868.48%-2855.9pp | 425.99%-413.4pp | 169.23%-156.6pp |
| Employer contribution / active EE | $4,790 | $1,724+177.9% | $2,470+93.9% | $1,963+144.1% |
| Participant deferral / active EE | $7,466 | $2,778+168.7% | $3,497+113.5% | $3,054+144.4% |
| Admin fee / account holder | $39 | $467-91.6% | $5,481-99.3% | $504-92.3% |