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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $296 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,930 | $61,391+242.0% | $149,723+40.2% | $71,529+193.5% |
| Participation rate | 99.3% | 62.5%+36.8pp | 78.8%+20.6pp | 67.9%+31.4pp |
| Annual return | 19.29% | 35.88%-16.6pp | 134.50%-115.2pp | 28.97%-9.7pp |
| Employer contribution / active EE | $9,538 | $2,384+300.1% | $4,821+97.8% | $2,590+268.3% |
| Participant deferral / active EE | $6,785 | $2,921+132.3% | $5,682+19.4% | $4,291+58.1% |
| Admin fee / account holder | $7 | $1,264-99.4% | $13,215-99.9% | $1,588-99.5% |