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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $36,122 |
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 | $117,524 | $89,465+31.4% | $164,866-28.7% | $77,671+51.3% |
| Participation rate | 93.7% | 78.6%+15.1pp | 78.6%+15.1pp | 70.6%+23.1pp |
| Annual return | 16.85% | 28.81%-12.0pp | 69.97%-53.1pp | 31.21%-14.4pp |
| Employer contribution / active EE | $1,886 | $2,568-26.5% | $4,343-56.6% | $2,726-30.8% |
| Participant deferral / active EE | $6,775 | $4,897+38.3% | $6,033+12.3% | $4,648+45.8% |
| Admin fee / account holder | $68 | $340-80.0% | $12,689-99.5% | $430-84.2% |