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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $154,731 |
Filed as: TRANSITIONS FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $47,933 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,749 | $122,219+43.0% | $147,096+18.8% | $199,921-12.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 23.35% | 30.59%-7.2pp | 419.75%-396.4pp | 34.28%-10.9pp |
| Employer contribution / active EE | $9,717 | $4,096+137.2% | $4,936+96.9% | $3,035+220.1% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $72 | $179-59.9% | $13,005-99.4% | $269-73.3% |