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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $49,521 |
Filed as: TRANSITIONS FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $47,737 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,851 | $127,481+33.2% | $149,751+13.4% | $90,274+88.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 82.5%+17.5pp | 73.4%+26.6pp |
| Annual return | 22.04% | 57.78%-35.7pp | 276.71%-254.7pp | 53.97%-31.9pp |
| Employer contribution / active EE | $10,702 | $3,448+210.4% | $4,646+130.4% | $2,523+324.1% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $74 | $152-51.4% | $9,312-99.2% | $114-35.4% |