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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,892 |
Filed as: CHARLES SCHWAB & CO. INC AND AFFIL. Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,861 | $100,923+122.8% | $150,045+49.9% | $74,304+202.6% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.3%+15.8pp | 60.3%+37.8pp |
| Annual return | 12.62% | 51.77%-39.1pp | 62.55%-49.9pp | 29.43%-16.8pp |
| Employer contribution / active EE | $8,992 | $3,463+159.6% | $4,693+91.6% | $2,241+301.2% |
| Participant deferral / active EE | $7,224 | $6,709+7.7% | $7,997-9.7% | $3,767+91.7% |
| Admin fee / account holder | $40 | $2,767-98.5% | $13,435-99.7% | $2,969-98.6% |