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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $21,640 |
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 | $76,168 | $104,336-27.0% | $159,455-52.2% | $86,813-12.3% |
| Participation rate | 90.6% | 77.7%+12.9pp | 82.8%+7.8pp | 72.3%+18.3pp |
| Annual return | 6.90% | 26.32%-19.4pp | 263.63%-256.7pp | 97.93%-91.0pp |
| Employer contribution / active EE | $1,343 | $3,451-61.1% | $4,830-72.2% | $2,406-44.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,131-100.0% |
| Admin fee / account holder | $24 | $172-86.2% | $10,800-99.8% | $170-86.0% |