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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $69,565 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $261 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,213 | $100,060+65.1% | $149,721+10.3% | $70,126+135.6% |
| Participation rate | 97.0% | 83.6%+13.4pp | 87.1%+9.9pp | 69.5%+27.5pp |
| Annual return | 11.94% | 27.46%-15.5pp | 1501.67%-1489.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $10,140 | $3,661+177.0% | $5,444+86.2% | $2,343+332.9% |
| Participant deferral / active EE | $11,268 | $4,982+126.2% | $6,568+71.6% | $3,332+238.2% |
| Admin fee / account holder | $473 | $8,285-94.3% | $11,282-95.8% | $4,645-89.8% |