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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 | $101,539+373.5% | $147,041+226.9% | $74,400+546.2% |
| Participation rate | 98.8% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | 14.44% | 8740.84%-8726.4pp | 419.21%-404.8pp | 1367.51%-1353.1pp |
| Employer contribution / active EE | $14,250 | $3,811+273.9% | $4,935+188.8% | $2,624+443.0% |
| Participant deferral / active EE | $9,528 | $7,304+30.5% | $8,071+18.1% | $4,348+119.1% |
| Admin fee / account holder | $261 | $1,749-85.1% | $13,006-98.0% | $1,944-86.6% |