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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $79,171 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $224 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,689 | $110,083+44.2% | $151,639+4.6% | $68,486+131.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.09% | -10.12%-5.0pp | 3.34%-18.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $20,988 | $4,470+369.5% | $6,165+240.4% | $2,597+708.3% |
| Participant deferral / active EE | $37,240 | $6,526+470.6% | $8,363+345.3% | $4,028+824.6% |
| Admin fee / account holder | $468 | $7,718-93.9% | $11,613-96.0% | $5,404-91.3% |