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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $52,122 | $81,233-35.8% | $155,567-66.5% | $80,874-35.6% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.0pp | 67.6%+27.6pp |
| Annual return | 16.13% | 33.33%-17.2pp | 64.74%-48.6pp | 35.62%-19.5pp |
| Employer contribution / active EE | $1,783 | $3,101-42.5% | $4,674-61.8% | $2,756-35.3% |
| Participant deferral / active EE | $2,251 | $3,452-34.8% | $5,628-60.0% | $4,297-47.6% |
| Admin fee / account holder | $8 | $7,998-99.9% | $15,916-99.9% | $6,935-99.9% |