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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $122,042-100.0% | $184,260-100.0% | $74,459-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 86.8%-86.8pp | 67.2%-67.2pp |
| Annual return | 22.63% | 19.91%+2.7pp | 28.84%-6.2pp | 1369.70%-1347.1pp |
| Employer contribution / active EE | $4,948 | $4,537+9.0% | $6,427-23.0% | $2,626+88.4% |
| Participant deferral / active EE | $12,117 | $7,143+69.6% | $9,133+32.7% | $4,350+178.6% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,898-100.0% | $1,945-100.0% |