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For immediate questions, please call 877-362-0410.

This survey was conducted to track changes in participant attitudes and actions and to help employers determine how to best help employees maximize the advantages of their equity compensation plans.

2020 Equity Compensation Participant survey: This online survey of equity compensation participants was conducted by Logica Research (formerly Koski Research) for Schwab Stock Plan Services. Logica is neither affiliated with nor employed by Schwab Stock Plan Services. The online survey is a non-probability sample, and margin of error does not apply. Survey respondents worked for companies that offer equity compensation plans, are currently participating in an equity compensation plan, and were 18-75 years old. The average total value of respondents’ equity compensation was $130,018. Survey respondents were not asked to indicated whether their employer has accounts with Schwab Stock Plan Services. All data is self-reported by study participants and is not verified or validated. Respondents participated in the study between July 26 and August 6, 2020. For more information on the survey, go to schwab.com/stockplansurvey.

Schwab Stock Plan Services provides equity compensation plan services and other financial services to corporations and employees through Charles Schwab & Co., Inc. ("Schwab"). Schwab, a registered broker-dealer, offers brokerage and custody services to its customers.

Schwab Stock Plan Services, 9875 Schwab Way, Lone Tree, CO 80124

©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

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Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

Outcomes are not guaranteed.

Workplace Financial Services is a business enterprise which offers products and services through Schwab Retirement Plan Services, Inc.; Schwab Stock Plan Services; and Designated Brokerage Services. Schwab Retirement Plan Services, Inc., provides recordkeeping and related services with respect to retirement plans. Schwab Stock Plan Services is a division of Charles Schwab & Co., Inc. providing equity compensation plan services and brokerage solutions for corporate clients. Schwab Designated Brokerage Services (DBS), a division of Charles Schwab & Co., Inc., provides technology solutions for corporate clients with regulatory requirements to monitor employee security transactions.  Schwab Retirement Plan Services, Inc., and Charles Schwab & Co., Inc. ("Schwab")(Member SIPC) are separate but affiliated entities, and each is a subsidiary of The Charles Schwab Corporation.

Through its operating subsidiaries, The Charles Schwab Corporation provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors as well as provides services to retirement and other benefit plans and participants. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC, sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice. Its banking subsidiaries, Charles Schwab Bank, SSB and Charles Schwab Premier Bank, SSB (Members FDIC and an Equal Housing Lenders), provide banking and lending services and products; Charles Schwab Trust Bank (Member FDIC), provides trust, custody, and deposit products and services. Its recordkeeping subsidiary, Schwab Retirement Plan Services, Inc., provides recordkeeping and related services. What we share here to help support you, your employees, your plan, and your participants represents the broad range of products and services available through The Charles Schwab Corporation and its operating subsidiaries. This includes access to brokerage, banking, trust, and recordkeeping services to help respond to needs that may exist within or beyond your retirement plan.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank, Member FDIC, and Charles Schwab & Co., Inc., Member SIPC. Trust, custody, and deposit products and services are offered by Charles Schwab Trust Bank. Brokerage products and services are offered by Charles Schwab & Co., Inc. Schwab Retirement Technologies, Inc. ("Schwab RT") is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent third-party administrators.

© 2024 The Charles Schwab Corporation. All rights reserved. (0522-225N)