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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $98,655 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $7,029 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $394 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,653 | $89,670+64.7% | $186,193-20.7% | $89,670+64.7% |
| Participation rate | 59.0% | 71.2%-12.1pp | 77.1%-18.1pp | 71.2%-12.1pp |
| Annual return | 10.76% | 19.66%-8.9pp | 78.03%-67.3pp | 19.66%-8.9pp |
| Employer contribution / active EE | $2,645 | $4,041-34.6% | $3,918-32.5% | $4,041-34.6% |
| Participant deferral / active EE | $5,706 | $3,962+44.0% | $6,513-12.4% | $3,962+44.0% |
| Admin fee / account holder | $108 | $352-69.4% | $11,058-99.0% | $352-69.4% |