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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $63,583 |
Filed as: HUGHES PITTMAN AND GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $16,100 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $676 |
CHARLES SCHWAB & CO., INC.3 years 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 | $225,014 | $89,282+152.0% | $94,664+137.7% | $74,460+202.2% |
| Participation rate | 99.4% | 82.4%+16.9pp | 80.8%+18.5pp | 70.7%+28.6pp |
| Annual return | 24.91% | 25.96%-1.1pp | 156.84%-131.9pp | 34.38%-9.5pp |
| Employer contribution / active EE | $8,015 | $3,022+165.2% | $3,673+118.2% | $2,638+203.8% |
| Participant deferral / active EE | $16,821 | $8,425+99.7% | $7,417+126.8% | $4,530+271.3% |
| Admin fee / account holder | $125 | $219-42.6% | $7,222-98.3% | $348-63.9% |