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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,219 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $515 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,908 | $78,852-51.9% | $76,768-50.6% | $75,289-49.6% |
| Participation rate | 96.3% | 85.0%+11.3pp | 77.0%+19.3pp | 72.4%+23.9pp |
| Annual return | -3.60% | -1.29%-2.3pp | 2.43%-6.0pp | -0.04%-3.6pp |
| Employer contribution / active EE | $4,968 | $2,794+77.8% | $2,485+99.9% | $2,405+106.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $3,852-100.0% | $3,739-100.0% |
| Admin fee / account holder | $4 | $79-94.8% | $6,676-99.9% | $102-96.0% |