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| 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 | Shareholder servicing fees; Direct pa... | $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% | $170,028+143.3% | $71,495+478.5% |
| Participation rate | 97.9% | 86.2%+11.8pp | 87.0%+10.9pp | 67.9%+30.0pp |
| Annual return | 17.50% | 20.36%-2.9pp | 53.39%-35.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $23,728 | $4,385+441.2% | $6,788+249.6% | $2,589+816.4% |
| Participant deferral / active EE | $16,993 | $6,928+145.3% | $10,409+63.2% | $4,291+296.0% |
| Admin fee / account holder | $97 | $966-90.0% | $12,820-99.2% | $1,588-93.9% |