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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $273,765 |
Service code 10 · EIN 75-3194011 | Accounting | $5,534 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,608 | $54,392-21.7% | $84,753-49.7% | $63,975-33.4% |
| Participation rate | 61.8% | 76.9%-15.1pp | 76.6%-14.8pp | 71.1%-9.4pp |
| Annual return | 6.87% | 611.38%-604.5pp | 22.78%-15.9pp | 48.65%-41.8pp |
| Employer contribution / active EE | $5,708 | $2,943+94.0% | $3,574+59.7% | $2,182+161.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $169 | $136+24.6% | $5,333-96.8% | $70+140.4% |