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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 | $41,425 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $17 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $90,964 | $72,770+25.0% | $67,652+34.5% | $55,191+64.8% |
| Participation rate | 90.9% | 78.8%+12.1pp | 75.7%+15.2pp | 69.2%+21.7pp |
| Annual return | 3.03% | -3.26%+6.3pp | 6625.40%-6622.4pp | 10.78%-7.8pp |
| Employer contribution / active EE | $3,884 | $1,769+119.5% | $2,266+71.4% | $1,899+104.6% |
| Participant deferral / active EE | $10,682 | $3,408+213.4% | $3,560+200.1% | $3,046+250.6% |
| Admin fee / account holder | $35 | $79-56.2% | $4,821-99.3% | $91-62.0% |