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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 21 · EIN 94-1737782 | Bank Trustee | $31,590 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,222 | $88,122+79.5% | $141,191+12.1% | $67,579+134.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 22.08% | 75.40%-53.3pp | 71.41%-49.3pp | 378.56%-356.5pp |
| Employer contribution / active EE | $6,235 | $3,224+93.4% | $4,736+31.7% | $2,148+190.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $102 | $131-22.1% | $10,264-99.0% | $142-28.4% |