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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,063 | $80,211-58.8% | $74,184-55.4% | $63,975-48.3% |
| Participation rate | 79.4% | 84.2%-4.7pp | 76.6%+2.8pp | 71.1%+8.3pp |
| Annual return | 5.52% | 14.13%-8.6pp | 17.74%-12.2pp | 48.65%-43.1pp |
| Employer contribution / active EE | $3,286 | $2,553+28.7% | $2,370+38.6% | $2,182+50.6% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $3 | $67-94.9% | $5,586-99.9% | $70-95.2% |