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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1737782 | Advisory (Plan) | $71,799 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,073 | $73,149-79.4% | $120,524-87.5% | $77,714-80.6% |
| Participation rate | 83.2% | 55.2%+28.0pp | 71.9%+11.3pp | 70.6%+12.6pp |
| Annual return | 9.36% | 18.24%-8.9pp | 107.36%-98.0pp | 31.26%-21.9pp |
| Employer contribution / active EE | $1,045 | $1,793-41.7% | $3,469-69.9% | $2,727-61.7% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $4,994-100.0% | $4,649-100.0% |
| Admin fee / account holder | $120 | $660-81.8% | $9,440-98.7% | $433-72.2% |