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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,469 | $46,173+52.6% | $170,435-58.7% | $69,631+1.2% |
| Participation rate | 18.3% | 63.9%-45.6pp | 83.6%-65.3pp | 70.7%-52.3pp |
| Annual return | 19.54% | 21.62%-2.1pp | 205.94%-186.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,675 | $2,080-19.5% | $4,939-66.1% | $3,224-48.0% |
| Admin fee / account holder | $20 | $116-82.9% | $13,881-99.9% | $110-82.0% |