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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,099 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 26 · EIN 22-3723068 | Advisory (Participants) | $17,389 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $8,696 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,275 | $80,177+137.3% | $123,894+53.6% | $57,661+230.0% |
| Participation rate | 86.8% | 74.4%+12.4pp | 81.4%+5.4pp | 70.2%+16.6pp |
| Annual return | -1.52% | 17.90%-19.4pp | 47.52%-49.0pp | 5.13%-6.7pp |
| Employer contribution / active EE | $14,928 | $2,913+412.5% | $4,617+223.3% | $1,974+656.3% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $189 | $106+77.7% | $8,357-97.7% | $95+99.8% |