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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $30,613 |
Employer contribution per participant 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 | $42,202 | $76,774-45.0% | $112,249-62.4% | $77,906-45.8% |
| Participation rate | 99.9% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.2pp |
| Annual return | 0.19% | -10.25%+10.4pp | 27.48%-27.3pp | 12.16%-12.0pp |
| Employer contribution / active EE | $696 | $3,977-82.5% | $3,636-80.9% | $2,846-75.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $9 | $239-96.2% | $6,412-99.9% | $133-93.2% |