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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $21,711 |
Participant 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 | $57,308 | $80,177-28.5% | $123,894-53.7% | $57,658-0.6% |
| Participation rate | 89.2% | 74.4%+14.7pp | 81.4%+7.8pp | 70.2%+18.9pp |
| Annual return | 4.06% | 17.90%-13.8pp | 47.52%-43.5pp | 5.13%-1.1pp |
| Employer contribution / active EE | $950 | $2,913-67.4% | $4,617-79.4% | $1,974-51.8% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $37 | $106-64.8% | $8,357-99.6% | $95-60.5% |