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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $35,144 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $347 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,583 | $80,748+262.3% | $102,383+185.8% | $74,429+293.1% |
| Participation rate | 95.1% | 65.7%+29.4pp | 74.5%+20.6pp | 67.2%+27.8pp |
| Annual return | 14.97% | 27.57%-12.6pp | 24.94%-10.0pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $11,957 | $3,159+278.5% | $3,870+209.0% | $2,625+355.5% |
| Participant deferral / active EE | $8,391 | $3,861+117.3% | $5,060+65.8% | $4,348+93.0% |
| Admin fee / account holder | $196 | $2,371-91.7% | $8,391-97.7% | $1,944-89.9% |