| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $652,857 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $99,880 |
Filed as: UBS AG Service code 28 · EIN 13-2982996 | Investment Management | $21,839 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $843 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,916 | $89,497-20.8% | $69,888+1.5% | $78,104-9.2% |
| Participation rate | 90.3% | 79.9%+10.3pp | 70.5%+19.8pp | 74.5%+15.7pp |
| Annual return | -18.04% | -12.39%-5.7pp | 190.87%-208.9pp | 10.90%-28.9pp |
| Employer contribution / active EE | $3,714 | $3,152+17.8% | $2,560+45.1% | $3,128+18.7% |
| Participant deferral / active EE | $5,006 | $4,564+9.7% | $3,849+30.1% | $5,089-1.6% |
| Admin fee / account holder | $75 | $78-3.9% | $6,267-98.8% | $79-5.4% |