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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHAB & CO., INC. Service code 52 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $224,830 | $64,909+246.4% | $82,312+173.1% | $62,293+260.9% |
| Participation rate | 26.9% | 74.9%-47.9pp | 76.9%-50.0pp | 69.5%-42.6pp |
| Annual return | 5.25% | 21.18%-15.9pp | 25.88%-20.6pp | 28.90%-23.6pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $440-99.3% | $5,608-99.9% | $479-99.4% |