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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 76-0451829 | Investment Management | $33,512 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,028 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
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 | $85,879 | $81,948+4.8% | $90,766-5.4% | $64,824+32.5% |
| Participation rate | 94.7% | 80.5%+14.2pp | 75.7%+19.0pp | 71.5%+23.2pp |
| Annual return | -13.52% | -12.53%-1.0pp | -12.16%-1.4pp | 32.84%-46.4pp |
| Employer contribution / active EE | $862 | $3,067-71.9% | $2,922-70.5% | $2,507-65.6% |
| Participant deferral / active EE | $5,552 | $4,844+14.6% | $4,565+21.6% | $4,311+28.8% |
| Admin fee / account holder | $120 | $157-23.9% | $8,446-98.6% | $188-36.3% |