Filed January 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 95-3594541 | Investment Management | $31,350 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,934 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $42,571 | $74,347-42.7% | $93,621-54.5% | $67,579-37.0% |
| Participation rate | 98.1% | 80.6%+17.5pp | 75.8%+22.3pp | 71.3%+26.8pp |
| Annual return | 19.75% | 28.07%-8.3pp | 32.76%-13.0pp | 378.56%-358.8pp |
| Employer contribution / active EE | $6,309 | $2,583+144.3% | $2,719+132.1% | $2,148+193.8% |
| Participant deferral / active EE | $3,826 | $4,060-5.8% | $4,070-6.0% | $3,539+8.1% |
| Admin fee / account holder | $145 | $123+18.4% | $7,890-98.2% | $142+2.0% |