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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,927 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $16,560 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $4,634 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,352 | $86,791+0.6% | $115,038-24.1% | $59,188+47.6% |
| Participation rate | 97.7% | 72.8%+24.8pp | 81.4%+16.3pp | 69.4%+28.3pp |
| Annual return | -0.30% | 4.44%-4.7pp | 26.14%-26.4pp | 5.51%-5.8pp |
| Employer contribution / active EE | $1,024 | $2,950-65.3% | $4,608-77.8% | $2,098-51.2% |
| Participant deferral / active EE | $9,285 | $5,298+75.3% | $6,026+54.1% | $3,265+184.4% |
| Admin fee / account holder | $23 | $95-76.0% | $8,175-99.7% | $92-75.3% |