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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $203 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,501 | $122,042+71.7% | $184,260+13.7% | $74,459+181.4% |
| Participation rate | 90.8% | 85.5%+5.4pp | 86.8%+4.0pp | 67.2%+23.6pp |
| Annual return | 0.00% | 19.91%-19.9pp | 28.84%-28.8pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $1,521 | $4,537-66.5% | $6,427-76.3% | $2,626-42.1% |
| Participant deferral / active EE | $3,258 | $7,143-54.4% | $9,133-64.3% | $4,350-25.1% |
| Admin fee / account holder | $4 | $1,252-99.7% | $13,898-100.0% | $1,945-99.8% |