Filed October 4, 2022 (most recent of 5 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,830 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $1,878 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $118,040 | $38,925+203.2% | $73,836+59.9% | $55,191+113.9% |
| Participation rate | 97.3% | 66.0%+31.3pp | 73.4%+23.9pp | 69.2%+28.2pp |
| Annual return | 3.48% | 6.31%-2.8pp | 2268.06%-2264.6pp | 10.78%-7.3pp |
| Employer contribution / active EE | $3,798 | $1,695+124.1% | $2,787+36.2% | $1,899+100.0% |
| Participant deferral / active EE | $4,865 | $2,351+107.0% | $3,583+35.8% | $3,046+59.7% |
| Admin fee / account holder | $8 | $83-90.0% | $4,882-99.8% | $91-90.9% |