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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 | $8,000 |
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 | $124,945 | $73,404+70.2% | $87,104+43.4% | $67,579+84.9% |
| Participation rate | 78.6% | 80.9%-2.3pp | 76.9%+1.7pp | 71.3%+7.3pp |
| Annual return | 20.74% | 48.29%-27.6pp | 28.19%-7.5pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,493 | $2,014-25.8% | $2,521-40.8% | $2,148-30.5% |
| Participant deferral / active EE | $5,210 | $3,913+33.2% | $4,048+28.7% | $3,539+47.2% |
| Admin fee / account holder | $23 | $142-83.6% | $7,491-99.7% | $142-83.7% |