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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,803 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $12,813 |
Service code 26 · EIN 20-8307105 | Advisory (Participants) | $12,025 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $156 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,786 | $61,356+181.6% | $149,696+15.4% | $71,511+141.6% |
| Participation rate | 84.2% | 62.5%+21.7pp | 78.8%+5.4pp | 67.9%+16.3pp |
| Annual return | 16.27% | 35.86%-19.6pp | 134.46%-118.2pp | 28.86%-12.6pp |
| Employer contribution / active EE | $8,651 | $2,382+263.2% | $4,821+79.4% | $2,589+234.1% |
| Participant deferral / active EE | $5,356 | $2,920+83.5% | $5,682-5.7% | $4,291+24.8% |
| Admin fee / account holder | $232 | $1,263-81.6% | $13,212-98.2% | $1,588-85.4% |