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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $1,336 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK/TRUST CO. Service code 18 · EIN 42-1558009 | Custodial (other than securities); In... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,769 | $62,561-4.5% | $105,218-43.2% | $52,331+14.2% |
| Participation rate | 50.9% | 70.4%-19.5pp | 77.2%-26.4pp | 68.1%-17.2pp |
| Annual return | -1.82% | 8.71%-10.5pp | 5.33%-7.2pp | 4.54%-6.4pp |
| Employer contribution / active EE | $891 | $2,137-58.3% | $3,255-72.6% | $1,882-52.7% |
| Participant deferral / active EE | $2,170 | $3,355-35.3% | $4,867-55.4% | $3,022-28.2% |
| Admin fee / account holder | $0 | $198-100.0% | $6,992-100.0% | $592-100.0% |