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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,404 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $48,854 | $93,131-47.5% | $106,554-54.2% | $86,821-43.7% |
| Participation rate | 82.5% | 81.4%+1.1pp | 76.1%+6.4pp | 72.3%+10.2pp |
| Annual return | 14.03% | 19.45%-5.4pp | 26.80%-12.8pp | 97.94%-83.9pp |
| Employer contribution / active EE | $1,608 | $2,895-44.5% | $2,819-43.0% | $2,406-33.2% |
| Participant deferral / active EE | $3,613 | $4,708-23.3% | $4,398-17.9% | $4,132-12.5% |
| Admin fee / account holder | $117 | $145-19.5% | $7,408-98.4% | $170-31.1% |