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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 | $100,815 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 28 · EIN 22-3189064 | Investment Management | $65,488 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $41,723 |
SEYFARTH SHAW LLP4+ years Service code 29 · EIN 36-2152202 | Legal | $25,722 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $3,414 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
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 | $80,963 | $75,388+7.4% | $123,553-34.5% | $55,725+45.3% |
| Participation rate | 93.9% | 75.7%+18.3pp | 82.3%+11.6pp | 70.9%+23.1pp |
| Annual return | -4.50% | 4.48%-9.0pp | 119.21%-123.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,941 | $3,063-4.0% | $4,628-36.4% | $2,078+41.5% |
| Participant deferral / active EE | $9,875 | $5,651+74.8% | $6,426+53.7% | $3,356+194.3% |
| Admin fee / account holder | $113 | $120-6.0% | $9,284-98.8% | $115-2.2% |