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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; Shareho... | $373 |
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 |
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 | $38,005 | $88,730-57.2% | $82,312-53.8% | $77,958-51.2% |
| Participation rate | 92.5% | 84.5%+7.9pp | 76.9%+15.6pp | 71.6%+20.8pp |
| Annual return | 12.21% | 20.88%-8.7pp | 25.88%-13.7pp | 20.87%-8.7pp |
| Employer contribution / active EE | $4,191 | $2,758+52.0% | $2,428+72.6% | $2,310+81.4% |
| Participant deferral / active EE | $0 | $4,634-100.0% | $3,706-100.0% | $3,537-100.0% |
| Admin fee / account holder | $2 | $74-97.2% | $5,608-100.0% | $97-97.9% |