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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,628 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $147,117 | $69,305+112.3% | $82,312+78.7% | $69,631+111.3% |
| Participation rate | 99.6% | 80.3%+19.4pp | 76.9%+22.7pp | 70.7%+28.9pp |
| Annual return | 18.84% | 21.47%-2.6pp | 25.88%-7.0pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,065 | $1,887+9.5% | $2,428-15.0% | $2,032+1.6% |
| Participant deferral / active EE | $5,455 | $3,568+52.9% | $3,706+47.2% | $3,224+69.2% |
| Admin fee / account holder | $72 | $97-25.8% | $5,608-98.7% | $110-34.7% |