Filed January 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STANDARD RETIREMENT SERVICES I Service code 28 · EIN 25-1838406 | Investment Management | $47,952 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $40,342 | $65,223-38.1% | $80,022-49.6% | $55,725-27.6% |
| Participation rate | 81.9% | 80.6%+1.3pp | 75.8%+6.0pp | 70.9%+11.0pp |
| Annual return | -3.46% | 7.59%-11.1pp | 11.22%-14.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,617 | $3,881-6.8% | $3,686-1.9% | $3,356+7.8% |
| Admin fee / account holder | $231 | $114+102.5% | $6,521-96.5% | $115+100.8% |