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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 | $52,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,218 | $160,059-42.4% | $140,019-34.1% | $135,380-31.9% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | 0.77% | 911.48%-910.7pp | 651.17%-650.4pp | 519.81%-519.0pp |
| Employer contribution / active EE | $217,828 | $6,420+3293.2% | $5,605+3786.1% | $4,779+4458.1% |
| Participant deferral / active EE | $286,038 | $7,641+3643.6% | $6,927+4029.6% | $5,609+4999.6% |
| Admin fee / account holder | $223 | $13,328-98.3% | $10,705-97.9% | $10,828-97.9% |