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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,210 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,031 | $138,393+4.8% | $184,256-21.3% | $80,959+79.1% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.7%+28.6pp |
| Annual return | 9.11% | 20.01%-10.9pp | 28.85%-19.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $58 | $10,489-99.4% | $13,899-99.6% | $6,925-99.2% |