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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,050 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $689 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | 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 | $101,500 | $65,592+54.7% | $90,161+12.6% | $69,631+45.8% |
| Participation rate | 77.8% | 77.6%+0.1pp | 76.9%+0.9pp | 70.7%+7.1pp |
| Annual return | 20.09% | 57.10%-37.0pp | 34.89%-14.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $2,789 | $2,193+27.2% | $3,318-15.9% | $2,032+37.3% |
| Participant deferral / active EE | $9,483 | $5,257+80.4% | $5,287+79.4% | $3,224+194.2% |
| Admin fee / account holder | $7 | $86-92.1% | $5,943-99.9% | $110-93.9% |