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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 64 | Recordkeeping Fees | $1,396 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $11 |
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 | $100,991 | $93,617+7.9% | $135,982-25.7% | $75,177+34.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.86% | 30.89%-10.0pp | 68.32%-47.5pp | 160.75%-139.9pp |
| Employer contribution / active EE | $3,440 | $3,538-2.8% | $4,859-29.2% | $2,671+28.8% |
| Participant deferral / active EE | $8,891 | $6,406+38.8% | $7,760+14.6% | $4,126+115.5% |
| Admin fee / account holder | $28 | $6,980-99.6% | $10,767-99.7% | $5,651-99.5% |