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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $22,939 |
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 | $52,358 | $88,479-40.8% | $96,520-45.8% | $80,149-34.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 13.01% | 22.53%-9.5pp | 35.72%-22.7pp | 40.39%-27.4pp |
| Employer contribution / active EE | $720 | $4,177-82.8% | $3,739-80.7% | $2,977-75.8% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,879-100.0% | $5,015-100.0% |
| Admin fee / account holder | $8 | $211-96.3% | $6,733-99.9% | $145-94.6% |