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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1737782 | Advisory (Plan) | $71,257 |
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 | $12,053 | $52,122-76.9% | $104,301-88.4% | $64,819-81.4% |
| Participation rate | 92.4% | 56.0%+36.4pp | 73.3%+19.2pp | 71.5%+21.0pp |
| Annual return | -20.19% | 13.26%-33.5pp | 24.61%-44.8pp | 32.84%-53.0pp |
| Employer contribution / active EE | $1,272 | $1,627-21.8% | $3,373-62.3% | $2,507-49.3% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $4,626-100.0% | $4,311-100.0% |
| Admin fee / account holder | $96 | $155-38.0% | $7,340-98.7% | $188-48.9% |