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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $23,802 |
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 | $59,810 | $155,795-61.6% | $136,298-56.1% | $69,631-14.1% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 70.7%+19.6pp |
| Annual return | 15.19% | 232464.33%-232449.1pp | 5156.27%-5141.1pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $1,555 | $2,991-48.0% | $4,696-66.9% | $2,032-23.5% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $39 | $128-70.0% | $9,244-99.6% | $110-65.1% |