Filed January 5, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $56,130 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $7,865 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $151,917 | $73,125+107.7% | $125,175+21.4% | $77,787+95.3% |
| Participation rate | 94.5% | 79.4%+15.0pp | 79.8%+14.7pp | 73.2%+21.2pp |
| Annual return | 24.39% | 24.71%-0.3pp | 43.79%-19.4pp | 32.57%-8.2pp |
| Employer contribution / active EE | $6,462 | $2,413+167.8% | $3,865+67.2% | $2,504+158.0% |
| Participant deferral / active EE | $9,155 | $3,966+130.8% | $4,937+85.4% | $3,967+130.8% |
| Admin fee / account holder | $52 | $89-41.6% | $9,702-99.5% | $100-47.8% |