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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENTPLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $47,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,510 | $101,672+238.8% | $147,117+134.2% | $74,478+362.6% |
| Participation rate | 69.7% | 75.5%-5.9pp | 82.2%-12.5pp | 67.2%+2.5pp |
| Annual return | 18.08% | 8757.83%-8739.7pp | 420.54%-402.5pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,692 | $7,305+60.1% | $8,065+45.0% | $4,350+168.8% |
| Admin fee / account holder | $419 | $1,753-76.1% | $12,993-96.8% | $1,946-78.5% |