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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERV., INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $131,859 |
SELLWOOD CONSULTING LLC3 years Service code 28 · EIN 80-0827237 | Investment Management | $62,644 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,701 | $127,481-7.7% | $149,730-21.4% | $90,274+30.4% |
| Participation rate | 85.6% | 78.2%+7.4pp | 82.5%+3.1pp | 73.4%+12.3pp |
| Annual return | 14.37% | 57.78%-43.4pp | 276.70%-262.3pp | 53.97%-39.6pp |
| Employer contribution / active EE | $3,884 | $3,448+12.7% | $4,645-16.4% | $2,523+53.9% |
| Participant deferral / active EE | $8,774 | $6,975+25.8% | $6,843+28.2% | $4,231+107.4% |
| Admin fee / account holder | $146 | $152-3.7% | $9,310-98.4% | $114+28.0% |