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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $367,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,253 | $88,770-22.0% | $109,191-36.6% | $93,010-25.5% |
| Participation rate | 65.2% | 81.5%-16.3pp | 75.9%-10.7pp | 73.9%-8.7pp |
| Annual return | 11.24% | 60.64%-49.4pp | 25.76%-14.5pp | 158.70%-147.5pp |
| Employer contribution / active EE | $8,179 | $3,780+116.4% | $3,723+119.7% | $2,705+202.3% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $212 | $172+23.1% | $6,756-96.9% | $152+39.9% |