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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $829 |
CHARLES SCHWAB & CO., INC.10+ 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 | $247,348 | $55,437+346.2% | $155,534+59.0% | $74,459+232.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 18.64% | 269.58%-250.9pp | 64.92%-46.3pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $10,058 | $2,266+343.9% | $4,675+115.2% | $2,626+283.0% |
| Participant deferral / active EE | $7,236 | $2,837+155.0% | $5,630+28.5% | $4,350+66.4% |
| Admin fee / account holder | $3 | $1,742-99.8% | $15,900-100.0% | $1,945-99.8% |