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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & COMPANY, INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & COMPANY, INC.. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $0 |
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Employer contribution per participant 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 | $0 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 8.95% | 12.03%-3.1pp | 14.41%-5.5pp | 23.90%-14.9pp |
| Employer contribution / active EE | $3,076 | $30,615-90.0% | $45,283-93.2% | $16,539-81.4% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |