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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $346,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,050 | $76,774-20.5% | $112,270-45.6% | $77,906-21.6% |
| Participation rate | 64.7% | 80.2%-15.4pp | 75.1%-10.3pp | 73.7%-9.0pp |
| Annual return | -14.62% | -10.25%-4.4pp | 27.49%-42.1pp | 12.16%-26.8pp |
| Employer contribution / active EE | $8,252 | $3,977+107.5% | $3,635+127.0% | $2,846+189.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $207 | $239-13.5% | $6,411-96.8% | $133+55.9% |