Filed March 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 27-4826969 | Advisory (Participants) | $5,726 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $613 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $707,483 | $100,272+605.6% | $170,055+316.0% | $74,478+849.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 87.0%+3.9pp | 70.7%+20.1pp |
| Annual return | 19.98% | 66.12%-46.1pp | 53.43%-33.5pp | 34.37%-14.4pp |
| Employer contribution / active EE | $27,993 | $4,266+556.3% | $6,790+312.2% | $2,637+961.6% |
| Participant deferral / active EE | $16,137 | $7,147+125.8% | $10,410+55.0% | $4,530+256.2% |
| Admin fee / account holder | $2,330 | $235+893.1% | $12,828-81.8% | $347+571.3% |