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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | 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 | $187,883 | $88,122+113.2% | $141,200+33.1% | $67,584+178.0% |
| Participation rate | 72.5% | 76.5%-4.0pp | 82.5%-10.0pp | 71.3%+1.2pp |
| Annual return | 21.61% | 75.40%-53.8pp | 71.41%-49.8pp | 378.59%-357.0pp |
| Employer contribution / active EE | $12,079 | $3,224+274.6% | $4,736+155.0% | $2,148+462.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $2 | $131-98.3% | $10,265-100.0% | $142-98.4% |