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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 21 · EIN 94-1737782 | Bank Trustee | $34,879 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,835 | $100,801+115.1% | $149,730+44.8% | $73,412+195.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 51.71% | 265.34%-213.6pp | 276.70%-225.0pp | 59.30%-7.6pp |
| Employer contribution / active EE | $340 | $3,312-89.7% | $4,645-92.7% | $2,234-84.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $103 | $181-42.8% | $9,310-98.9% | $158-34.4% |