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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,185 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,737 | $33,780-91.9% | $74,550-96.3% | $75,289-96.4% |
| Participation rate | 27.6% | 62.7%-35.1pp | 69.1%-41.6pp | 72.4%-44.8pp |
| Annual return | 0.00% | -1.24%+1.2pp | 32.53%-32.5pp | -0.04%0pp |
| Employer contribution / active EE | $309 | $845-63.5% | $1,961-84.3% | $2,405-87.2% |
| Participant deferral / active EE | $527 | $1,890-72.1% | $3,108-83.1% | $3,739-85.9% |
| Admin fee / account holder | $24 | $86-71.9% | $5,060-99.5% | $102-76.3% |