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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVCES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,623 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 | $133,895 | $79,519+68.4% | $95,964+39.5% | $73,412+82.4% |
| Participation rate | 79.7% | 81.2%-1.5pp | 77.1%+2.6pp | 72.2%+7.5pp |
| Annual return | 15.39% | 19.20%-3.8pp | 91.64%-76.3pp | 59.30%-43.9pp |
| Employer contribution / active EE | $1,415 | $2,048-30.9% | $2,541-44.3% | $2,234-36.7% |
| Participant deferral / active EE | $4,967 | $4,138+20.0% | $4,167+19.2% | $3,806+30.5% |
| Admin fee / account holder | $24 | $184-87.1% | $6,797-99.6% | $158-84.9% |