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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,324 |
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 | $104,597 | $65,118+60.6% | $76,767+36.3% | $55,725+87.7% |
| Participation rate | 79.3% | 79.6%-0.3pp | 77.0%+2.3pp | 70.9%+8.4pp |
| Annual return | -4.29% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,498 | $1,941-22.8% | $2,485-39.7% | $2,078-27.9% |
| Participant deferral / active EE | $5,154 | $3,688+39.7% | $3,852+33.8% | $3,356+53.6% |
| Admin fee / account holder | $38 | $116-66.8% | $6,675-99.4% | $115-66.6% |