| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,067 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $294 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $413,604 | $130,294+217.4% | $170,055+143.2% | $71,535+478.2% |
| Participation rate | 97.9% | 86.2%+11.8pp | 87.0%+10.9pp | 67.9%+30.0pp |
| Annual return | 17.50% | 20.36%-2.9pp | 53.43%-35.9pp | 28.97%-11.5pp |
| Employer contribution / active EE | $23,728 | $4,385+441.2% | $6,790+249.4% | $2,590+816.2% |
| Participant deferral / active EE | $16,993 | $6,928+145.3% | $10,410+63.2% | $4,292+296.0% |
| Admin fee / account holder | $97 | $966-90.0% | $12,828-99.2% | $1,589-93.9% |