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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,240 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $100 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $217,024 | $88,515+145.2% | $162,163+33.8% | $67,579+221.1% |
| Participation rate | 93.8% | 86.8%+7.0pp | 87.6%+6.3pp | 71.3%+22.6pp |
| Annual return | 22.50% | 27.04%-4.5pp | 115.59%-93.1pp | 378.56%-356.1pp |
| Employer contribution / active EE | $905 | $3,563-74.6% | $5,614-83.9% | $2,148-57.9% |
| Participant deferral / active EE | $14,574 | $5,724+154.6% | $7,298+99.7% | $3,539+311.8% |
| Admin fee / account holder | $11 | $124-90.8% | $10,843-99.9% | $142-92.0% |