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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | 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 | $130,868 | $63,905+104.8% | $74,184+76.4% | $57,658+127.0% |
| Participation rate | 72.1% | 79.8%-7.6pp | 76.6%-4.5pp | 70.2%+1.9pp |
| Annual return | 8.61% | 60.60%-52.0pp | 17.74%-9.1pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,514 | $1,840-17.7% | $2,370-36.1% | $1,974-23.3% |
| Participant deferral / active EE | $3,912 | $3,448+13.5% | $3,550+10.2% | $3,061+27.8% |
| Admin fee / account holder | $12 | $91-86.4% | $5,586-99.8% | $95-86.9% |