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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,760 | $30,107-87.5% | $61,501-93.9% | $64,824-94.2% |
| Participation rate | 3.2% | 36.4%-33.1pp | 52.6%-49.3pp | 71.5%-68.2pp |
| Annual return | 0.00% | -13.99%+14.0pp | 339.04%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,160-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $109 | $1,126-90.3% | $2,125-94.9% | $4,311-97.5% |
| Admin fee / account holder | $13 | $148-91.5% | $2,132-99.4% | $188-93.3% |