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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,200 |
Filed as: CHARLES SCHWAB & CO. INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $85,347 | $80,211+6.4% | $74,184+15.0% | $63,975+33.4% |
| Participation rate | 81.7% | 84.2%-2.5pp | 76.6%+5.1pp | 71.1%+10.6pp |
| Annual return | 10.69% | 14.13%-3.4pp | 17.74%-7.1pp | 48.65%-38.0pp |
| Employer contribution / active EE | $1,867 | $2,553-26.9% | $2,370-21.2% | $2,182-14.4% |
| Participant deferral / active EE | $11,260 | $4,370+157.7% | $3,550+217.2% | $3,356+235.5% |
| Admin fee / account holder | $3 | $67-95.3% | $5,586-99.9% | $70-95.6% |