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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $35,572 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,167 | $122,259-42.6% | $147,005-52.3% | $199,768-64.9% |
| Participation rate | 97.0% | 78.3%+18.8pp | 82.2%+14.9pp | 72.0%+25.0pp |
| Annual return | 8.69% | 30.58%-21.9pp | 418.76%-410.1pp | 34.26%-25.6pp |
| Employer contribution / active EE | $676 | $4,097-83.5% | $4,934-86.3% | $3,037-77.7% |
| Participant deferral / active EE | $0 | $8,504-100.0% | $8,070-100.0% | $5,090-100.0% |
| Admin fee / account holder | $22 | $179-87.4% | $13,006-99.8% | $269-91.6% |