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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Consulting fees; Custodial (other tha... | $986 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Consulting fees; Shareholder servicin... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,048 | $43,133-69.7% | $89,414-85.4% | $73,493-82.2% |
| Participation rate | 31.4% | 55.0%-23.6pp | 68.0%-36.6pp | 70.7%-39.3pp |
| Annual return | 0.00% | 135.66%-135.7pp | 245.50%-245.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $193 | $1,438-86.6% | $2,586-92.5% | $2,270-91.5% |
| Participant deferral / active EE | $1,368 | $2,445-44.0% | $3,890-64.8% | $3,740-63.4% |
| Admin fee / account holder | $17 | $444-96.1% | $4,883-99.6% | $513-96.7% |