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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 | $298,971 |
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 | $62,149 | $81,719-23.9% | $101,275-38.6% | $90,274-31.2% |
| Participation rate | 66.7% | 80.7%-14.0pp | 75.8%-9.1pp | 73.4%-6.7pp |
| Annual return | 11.69% | 337.64%-325.9pp | 46.46%-34.8pp | 53.97%-42.3pp |
| Employer contribution / active EE | $8,395 | $3,622+131.8% | $3,660+129.4% | $2,523+232.7% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $175 | $162+7.9% | $5,948-97.1% | $114+53.1% |