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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,403 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $350 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | 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 | $197,410 | $87,125+126.6% | $108,410+82.1% | $86,813+127.4% |
| Participation rate | 96.9% | 80.5%+16.3pp | 80.1%+16.7pp | 72.3%+24.6pp |
| Annual return | 19.39% | 25.21%-5.8pp | 905.34%-886.0pp | 97.93%-78.5pp |
| Employer contribution / active EE | $6,013 | $2,477+142.7% | $3,558+69.0% | $2,406+149.9% |
| Participant deferral / active EE | $11,540 | $6,944+66.2% | $6,562+75.9% | $4,131+179.3% |
| Admin fee / account holder | $42 | $130-67.5% | $7,296-99.4% | $170-75.0% |