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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $38,422 |
Service code 26 · EIN 20-8307105 | Advisory (Participants) | $23,800 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $257 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,958 | $65,092+144.2% | $143,799+10.5% | $66,938+137.5% |
| Participation rate | 99.4% | 65.2%+34.2pp | 80.3%+19.1pp | 69.8%+29.6pp |
| Annual return | -16.60% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $10,936 | $2,362+363.1% | $4,952+120.8% | $2,545+329.7% |
| Participant deferral / active EE | $7,384 | $2,920+152.9% | $5,638+31.0% | $4,238+74.2% |
| Admin fee / account holder | $269 | $502-46.6% | $14,677-98.2% | $594-54.8% |