Filed April 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Float revenue; Shareholder servicing ... | $28,502 |
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $10,400 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 18 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
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 | $46,353 | $80,354-42.3% | $133,975-65.4% | $63,975-27.5% |
| Participation rate | 97.1% | 87.5%+9.6pp | 87.1%+10.1pp | 71.1%+26.0pp |
| Annual return | 11.97% | 13.11%-1.1pp | 29.29%-17.3pp | 48.65%-36.7pp |
| Employer contribution / active EE | $1,490 | $3,503-57.5% | $5,211-71.4% | $2,182-31.7% |
| Participant deferral / active EE | $4,366 | $5,239-16.7% | $6,282-30.5% | $3,356+30.1% |
| Admin fee / account holder | $5 | $69-92.6% | $9,324-99.9% | $70-92.7% |