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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,678 |
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 | $134,626 | $125,797+7.0% | $170,043-20.8% | $75,173+79.1% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.0%+10.7pp | 67.2%+30.5pp |
| Annual return | 12.48% | 27.20%-14.7pp | 53.40%-40.9pp | 160.72%-148.2pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $57 | $8,177-99.3% | $12,824-99.6% | $5,651-99.0% |