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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $52,771 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $18,739 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,238 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.3+ 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 | $110,892 | $155,795-28.8% | $136,298-18.6% | $69,631+59.3% |
| Participation rate | 97.6% | 75.2%+22.3pp | 81.9%+15.7pp | 70.7%+26.9pp |
| Annual return | 17.20% | 232464.33%-232447.1pp | 5156.27%-5139.1pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $907 | $2,991-69.7% | $4,696-80.7% | $2,032-55.4% |
| Participant deferral / active EE | $10,130 | $5,394+87.8% | $6,247+62.1% | $3,224+214.2% |
| Admin fee / account holder | $49 | $128-61.7% | $9,244-99.5% | $110-55.5% |