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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $105,354 |
Filed as: VALLEY FORGE INVESTMENT CONSUL Service code 28 · EIN 23-2748550 | Investment Management | $52,500 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,652 | $106,230-10.9% | $147,080-35.6% | $77,736+21.8% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 20.45% | 56.91%-36.5pp | 420.17%-399.7pp | 31.26%-10.8pp |
| Employer contribution / active EE | $5,544 | $4,072+36.1% | $4,933+12.4% | $2,728+103.2% |
| Participant deferral / active EE | $11,733 | $8,001+46.7% | $8,066+45.5% | $4,651+152.3% |
| Admin fee / account holder | $139 | $338-59.0% | $12,989-98.9% | $433-68.0% |