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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $342,598 |
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 | $61,888 | $88,479-30.1% | $96,543-35.9% | $80,187-22.8% |
| Participation rate | 62.2% | 79.9%-17.7pp | 74.3%-12.1pp | 72.9%-10.7pp |
| Annual return | 14.48% | 22.53%-8.0pp | 35.75%-21.3pp | 40.40%-25.9pp |
| Employer contribution / active EE | $6,738 | $4,177+61.3% | $3,741+80.1% | $2,980+126.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $176 | $211-16.6% | $6,737-97.4% | $145+21.6% |