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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 | $14,823 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,201 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $292,172 | $55,453+426.9% | $170,439+71.4% | $62,293+369.0% |
| Participation rate | 92.9% | 66.4%+26.5pp | 83.6%+9.3pp | 69.5%+23.4pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $6,999 | $2,164+223.5% | $5,433+28.8% | $2,042+242.7% |
| Participant deferral / active EE | $4,091 | $2,303+77.7% | $4,939-17.2% | $3,169+29.1% |
| Admin fee / account holder | $143 | $455-68.5% | $13,881-99.0% | $479-70.1% |