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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $333 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,496 | $71,957-59.0% | $67,652-56.4% | $59,188-50.2% |
| Participation rate | 82.1% | 82.7%-0.6pp | 75.7%+6.4pp | 69.4%+12.7pp |
| Annual return | 0.01% | 8.53%-8.5pp | 6625.40%-6625.4pp | 5.51%-5.5pp |
| Employer contribution / active EE | $2,861 | $2,432+17.6% | $2,266+26.3% | $2,098+36.4% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $3,560-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $64-99.6% | $4,821-100.0% | $92-99.7% |