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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,947 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $469,423 | $101,499+362.5% | $147,005+219.3% | $74,546+529.7% |
| Participation rate | 75.4% | 75.5%-0.1pp | 82.2%-6.8pp | 67.2%+8.2pp |
| Annual return | 11.24% | 8732.34%-8721.1pp | 418.76%-407.5pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $16,572 | $3,811+334.8% | $4,934+235.9% | $2,624+531.5% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $41 | $1,748-97.7% | $13,006-99.7% | $1,944-97.9% |