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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $102,702 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $10,105 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,235 | $80,005+134.0% | $140,019+33.7% | $55,727+236.0% |
| Participation rate | 85.9% | 87.0%-1.1pp | 87.5%-1.6pp | 70.9%+15.0pp |
| Annual return | -5.19% | 0.46%-5.6pp | 651.19%-656.4pp | 244.94%-250.1pp |
| Employer contribution / active EE | $13,679 | $3,403+302.0% | $5,605+144.0% | $2,078+558.2% |
| Participant deferral / active EE | $13,682 | $5,264+159.9% | $6,927+97.5% | $3,356+307.7% |
| Admin fee / account holder | $24 | $116-79.6% | $10,705-99.8% | $115-79.5% |