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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $51,930 |
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 | $124,080 | $66,319+87.1% | $93,621+32.5% | $65,185+90.4% |
| Participation rate | 97.1% | 74.0%+23.0pp | 75.8%+21.2pp | 70.2%+26.9pp |
| Annual return | 19.68% | 42.59%-22.9pp | 32.76%-13.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $6,883 | $2,013+242.0% | $2,719+153.2% | $2,177+216.2% |
| Participant deferral / active EE | $9,660 | $3,343+189.0% | $4,070+137.4% | $3,514+174.9% |
| Admin fee / account holder | $265 | $6,900-96.2% | $7,890-96.6% | $847-68.7% |