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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $44,730 |
Service code 28 · EIN 47-1411118 | Investment Management | $9,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $480,749 | $101,591+373.2% | $147,096+226.8% | $74,429+545.9% |
| Participation rate | 98.8% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | 14.44% | 8746.45%-8732.0pp | 419.75%-405.3pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $14,250 | $3,813+273.8% | $4,936+188.7% | $2,625+442.9% |
| Participant deferral / active EE | $9,528 | $7,302+30.5% | $8,071+18.1% | $4,348+119.1% |
| Admin fee / account holder | $261 | $1,750-85.1% | $13,005-98.0% | $1,944-86.6% |