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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $261,267 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $125,329 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $71 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | 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 | $62,414 | $90,410-31.0% | $91,004-31.4% | $77,958-19.9% |
| Participation rate | 93.9% | 86.4%+7.5pp | 75.6%+18.3pp | 71.6%+22.3pp |
| Annual return | 18.62% | 21.34%-2.7pp | 4.60%+14.0pp | 20.87%-2.2pp |
| Employer contribution / active EE | $2,227 | $3,392-34.3% | $2,456-9.3% | $2,310-3.6% |
| Participant deferral / active EE | $4,170 | $4,816-13.4% | $3,548+17.5% | $3,537+17.9% |
| Admin fee / account holder | $137 | $79+73.2% | $5,417-97.5% | $97+40.4% |