Filed March 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $2,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $435,606 | $70,667+516.4% | $123,105+253.8% | $52,331+732.4% |
| Participation rate | 92.8% | 83.7%+9.1pp | 86.8%+6.0pp | 68.1%+24.7pp |
| Annual return | -3.56% | 6.23%-9.8pp | 13.22%-16.8pp | 4.54%-8.1pp |
| Employer contribution / active EE | $20,124 | $2,946+583.1% | $5,151+290.7% | $1,882+969.5% |
| Participant deferral / active EE | $12,085 | $4,493+169.0% | $6,229+94.0% | $3,022+299.9% |
| Admin fee / account holder | $1 | $506-99.7% | $9,014-100.0% | $592-99.8% |