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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,727 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,318 | $74,347-49.8% | $93,621-60.1% | $67,582-44.8% |
| Participation rate | 94.1% | 80.6%+13.5pp | 75.8%+18.3pp | 71.3%+22.8pp |
| Annual return | 0.00% | 28.07%-28.1pp | 32.76%-32.8pp | 378.57%-378.6pp |
| Employer contribution / active EE | $2,154 | $2,583-16.6% | $2,719-20.8% | $2,148+0.3% |
| Participant deferral / active EE | $2,775 | $4,060-31.7% | $4,070-31.8% | $3,539-21.6% |
| Admin fee / account holder | $52 | $123-57.2% | $7,890-99.3% | $142-63.1% |