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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $277 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,127 | $122,239+85.8% | $184,200+23.3% | $74,546+204.7% |
| Participation rate | 93.8% | 85.5%+8.3pp | 86.8%+7.0pp | 67.2%+26.6pp |
| Annual return | 19.68% | 19.95%-0.3pp | 28.80%-9.1pp | 1366.03%-1346.3pp |
| Employer contribution / active EE | $11,101 | $4,537+144.7% | $6,424+72.8% | $2,624+323.0% |
| Participant deferral / active EE | $11,066 | $7,139+55.0% | $9,132+21.2% | $4,347+154.5% |
| Admin fee / account holder | $13 | $1,260-98.9% | $13,907-99.9% | $1,944-99.3% |