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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Service code 28 · EIN 94-1737782 | Investment Management | $784 |
Filed as: CHARLES SCHWAB & CO, INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,130 | $56,443-73.2% | $83,850-82.0% | $55,725-72.8% |
| Participation rate | 28.5% | 72.0%-43.5pp | 76.1%-47.7pp | 70.9%-42.4pp |
| Annual return | 2.81% | 393.67%-390.9pp | 850.92%-848.1pp | 244.93%-242.1pp |
| Employer contribution / active EE | $1,235 | $2,682-53.9% | $3,631-66.0% | $2,078-40.6% |
| Participant deferral / active EE | $2,124 | $2,965-28.3% | $4,082-48.0% | $3,356-36.7% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |