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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $277 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,127 | $122,042+86.1% | $184,243+23.3% | $74,429+205.2% |
| Participation rate | 93.8% | 85.5%+8.3pp | 86.8%+7.0pp | 67.2%+26.6pp |
| Annual return | 19.68% | 19.91%-0.2pp | 28.82%-9.1pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $11,101 | $4,538+144.6% | $6,427+72.7% | $2,625+322.9% |
| Participant deferral / active EE | $11,066 | $7,143+54.9% | $9,132+21.2% | $4,348+154.5% |
| Admin fee / account holder | $13 | $1,252-98.9% | $13,914-99.9% | $1,944-99.3% |