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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $235 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,773 | $69,305+7.9% | $82,312-9.2% | $69,634+7.4% |
| Participation rate | 32.0% | 80.3%-48.3pp | 76.9%-44.9pp | 70.7%-38.7pp |
| Annual return | 12.13% | 21.47%-9.3pp | 25.88%-13.7pp | 27572.26%-27560.1pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,508 | $3,568-57.7% | $3,706-59.3% | $3,224-53.2% |
| Admin fee / account holder | $30 | $97-69.2% | $5,608-99.5% | $110-72.9% |