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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,742 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $177,196 | $78,419+126.0% | $133,978+32.3% | $73,412+141.4% |
| Participation rate | 94.7% | 78.6%+16.1pp | 79.8%+14.8pp | 72.2%+22.5pp |
| Annual return | 16.22% | 33.35%-17.1pp | 45.10%-28.9pp | 59.30%-43.1pp |
| Employer contribution / active EE | $4,564 | $2,044+123.4% | $3,919+16.5% | $2,234+104.3% |
| Participant deferral / active EE | $6,543 | $3,925+66.7% | $5,047+29.6% | $3,806+71.9% |
| Admin fee / account holder | $129 | $161-19.8% | $8,930-98.6% | $158-18.0% |