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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 64 | Recordkeeping Fees | $4,150 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $42 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,302 | $101,653+12.4% | $147,080-22.3% | $74,459+53.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.39% | 8754.98%-8737.6pp | 420.17%-402.8pp | 1369.70%-1352.3pp |
| Employer contribution / active EE | $3,108 | $3,813-18.5% | $4,933-37.0% | $2,626+18.4% |
| Participant deferral / active EE | $8,466 | $7,304+15.9% | $8,066+5.0% | $4,350+94.6% |
| Admin fee / account holder | $29 | $1,752-98.3% | $12,989-99.8% | $1,945-98.5% |