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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 | $295,690 |
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 | $54,308 | $66,051-17.8% | $92,916-41.6% | $77,775-30.2% |
| Participation rate | 61.7% | 81.0%-19.3pp | 76.0%-14.3pp | 73.2%-11.5pp |
| Annual return | 18.98% | 20.69%-1.7pp | 109.45%-90.5pp | 32.58%-13.6pp |
| Employer contribution / active EE | $4,696 | $3,426+37.1% | $3,654+28.5% | $2,504+87.6% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $178 | $148+20.3% | $5,796-96.9% | $100+77.7% |