Filed April 1, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,198 | $176,491+4.9% | $95,952+93.0% | $90,288+105.1% |
| Participation rate | 98.8% | 86.6%+12.3pp | 77.1%+21.8pp | 73.4%+25.5pp |
| Annual return | 20.21% | 20.14%+0.1pp | 91.61%-71.4pp | 53.97%-33.8pp |
| Employer contribution / active EE | $5,056 | $2,789+81.3% | $2,541+99.0% | $2,524+100.3% |
| Participant deferral / active EE | $14,940 | $5,340+179.8% | $4,167+258.5% | $4,232+253.0% |
| Admin fee / account holder | $2 | $154-98.9% | $6,795-100.0% | $114-98.5% |