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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $24,735 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,919 | $241,850-83.1% | $102,437-60.1% | $200,096-79.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 3.50% | 17.67%-14.2pp | 24.95%-21.5pp | 34.26%-30.8pp |
| Employer contribution / active EE | $539 | $4,253-87.3% | $3,871-86.1% | $3,038-82.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $7 | $288-97.6% | $8,388-99.9% | $269-97.5% |