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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,025 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,930 |
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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,818 | $55,182+35.6% | $73,307+2.1% | $55,191+35.6% |
| Participation rate | 75.4% | 73.9%+1.5pp | 74.9%+0.5pp | 69.2%+6.2pp |
| Annual return | 0.02% | 8.55%-8.5pp | 5.67%-5.6pp | 10.78%-10.8pp |
| Employer contribution / active EE | $2,522 | $1,935+30.4% | $3,237-22.1% | $1,899+32.8% |
| Participant deferral / active EE | $7,749 | $4,641+67.0% | $4,991+55.3% | $3,046+154.4% |
| Admin fee / account holder | $3 | $68-95.8% | $5,637-99.9% | $91-96.8% |