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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO., INC Service code 28 · EIN 94-1737782 | Investment Management | $1,006 |
Filed as: CHARLES SCHWAB & CO, INC Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,471 | $75,183-42.2% | $123,894-64.9% | $55,167-21.2% |
| Participation rate | 87.0% | 72.8%+14.2pp | 81.4%+5.6pp | 69.0%+18.0pp |
| Annual return | 7.82% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,326 | $5,084-54.3% | $5,984-61.1% | $3,054-23.9% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |