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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $71,274 |
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 | $134,554 | $89,093+51.0% | $102,434+31.4% | $77,736+73.1% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 13.71% | 25.03%-11.3pp | 29.46%-15.7pp | 31.26%-17.5pp |
| Employer contribution / active EE | $8,020 | $2,699+197.1% | $3,023+165.3% | $2,728+194.0% |
| Participant deferral / active EE | $10,638 | $5,147+106.7% | $5,055+110.4% | $4,651+128.7% |
| Admin fee / account holder | $177 | $236-24.8% | $9,462-98.1% | $433-59.1% |