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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHAB & CO., INC. Service code 52 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,362 | $60,165+241.3% | $74,184+176.8% | $55,167+272.3% |
| Participation rate | 30.3% | 74.2%-43.9pp | 76.6%-46.3pp | 69.0%-38.7pp |
| Annual return | 9.78% | 10.00%-0.2pp | 17.74%-8.0pp | 169.23%-159.4pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4 | $419-99.0% | $5,586-99.9% | $504-99.1% |