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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 76-0451829 | Investment Management | $29,242 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,558 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,305 | $85,135+19.0% | $98,907+2.4% | $73,409+38.0% |
| Participation rate | 94.5% | 81.1%+13.4pp | 76.0%+18.5pp | 72.2%+22.4pp |
| Annual return | 10.53% | 19.14%-8.6pp | 196.43%-185.9pp | 59.29%-48.8pp |
| Employer contribution / active EE | $1,792 | $2,721-34.1% | $2,689-33.3% | $2,234-19.8% |
| Participant deferral / active EE | $4,900 | $4,349+12.7% | $4,244+15.5% | $3,805+28.8% |
| Admin fee / account holder | $107 | $139-23.0% | $6,642-98.4% | $158-32.1% |