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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $225 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,920 | $102,661+49.0% | $151,639+0.8% | $66,938+128.4% |
| Participation rate | 93.0% | 85.5%+7.5pp | 87.5%+5.5pp | 69.8%+23.2pp |
| Annual return | -13.71% | -10.81%-2.9pp | 3.34%-17.0pp | 1.58%-15.3pp |
| Employer contribution / active EE | $10,168 | $4,184+143.0% | $6,165+64.9% | $2,545+299.5% |
| Participant deferral / active EE | $10,302 | $6,645+55.0% | $8,363+23.2% | $4,238+143.1% |
| Admin fee / account holder | $12 | $630-98.1% | $11,613-99.9% | $594-98.0% |