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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $24,152 |
Participant contribution per participant 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 | $68,201 | $88,122-22.6% | $141,191-51.7% | $67,579+0.9% |
| Participation rate | 90.4% | 76.5%+14.0pp | 82.5%+7.9pp | 71.3%+19.1pp |
| Annual return | 24.32% | 75.40%-51.1pp | 71.41%-47.1pp | 378.56%-354.2pp |
| Employer contribution / active EE | $1,224 | $3,224-62.0% | $4,736-74.1% | $2,148-43.0% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $33 | $131-75.0% | $10,264-99.7% | $142-77.0% |