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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $50 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $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 | $45,990 | $83,812-45.1% | $123,553-62.8% | $68,904-33.3% |
| Participation rate | 81.0% | 77.0%+3.9pp | 82.3%-1.3pp | 74.1%+6.8pp |
| Annual return | 42.71% | 0.60%+42.1pp | 119.21%-76.5pp | 1.07%+41.6pp |
| Employer contribution / active EE | $1,446 | $2,924-50.5% | $4,628-68.7% | $2,540-43.1% |
| Participant deferral / active EE | $4,356 | $5,609-22.3% | $6,426-32.2% | $4,015+8.5% |
| Admin fee / account holder | $19 | $65-70.6% | $9,284-99.8% | $71-73.2% |