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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $53,609 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,836 | $85,135-50.9% | $98,920-57.7% | $73,412-43.0% |
| Participation rate | 89.1% | 81.1%+8.0pp | 76.0%+13.1pp | 72.2%+16.9pp |
| Annual return | 15.20% | 19.14%-3.9pp | 196.47%-181.3pp | 59.30%-44.1pp |
| Employer contribution / active EE | $1,061 | $2,721-61.0% | $2,689-60.5% | $2,234-52.5% |
| Participant deferral / active EE | $3,859 | $4,349-11.3% | $4,245-9.1% | $3,806+1.4% |
| Admin fee / account holder | $98 | $139-30.0% | $6,643-98.5% | $158-38.2% |