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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 | $138,366+4.8% | $184,185-21.3% | $80,911+79.2% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.6%+28.6pp |
| Annual return | 9.11% | 20.02%-10.9pp | 28.81%-19.7pp | 35.63%-26.5pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $58 | $10,484-99.4% | $13,909-99.6% | $6,935-99.2% |