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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Service code 59 | Shareholder Servicing | $162 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST Service code 33 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage | $0 |
Filed as: WELLINGTON CONSULTING SERVICES Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,660 | $46,732-87.9% | $156,551-96.4% | $55,167-89.7% |
| Participation rate | 18.9% | 65.8%-46.9pp | 84.0%-65.2pp | 69.0%-50.1pp |
| Annual return | 9.29% | 17.72%-8.4pp | 32.23%-22.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $447 | $2,204-79.7% | $4,871-90.8% | $3,054-85.4% |
| Admin fee / account holder | $63 | $418-84.9% | $13,028-99.5% | $504-87.5% |