| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $5,888 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $649 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,639 | $136,307+180.0% | $177,839+114.6% | $73,501+419.2% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.7%+9.4pp | 70.7%+26.5pp |
| Annual return | 12.23% | 18.68%-6.4pp | 48.33%-36.1pp | 28.51%-16.3pp |
| Employer contribution / active EE | $19,152 | $3,712+415.9% | $5,919+223.6% | $2,270+743.6% |
| Participant deferral / active EE | $13,870 | $5,829+138.0% | $7,714+79.8% | $3,740+270.9% |
| Admin fee / account holder | $17 | $596-97.1% | $12,432-99.9% | $513-96.7% |