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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 | $208,447 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $219 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,673 | $58,336-1.1% | $97,295-40.7% | $200,096-71.2% |
| Participation rate | 45.2% | 63.8%-18.5pp | 72.7%-27.5pp | 72.0%-26.8pp |
| Annual return | 17.45% | 32.81%-15.4pp | 75.62%-58.2pp | 34.26%-16.8pp |
| Employer contribution / active EE | $2,494 | $1,416+76.1% | $2,723-8.4% | $3,038-17.9% |
| Participant deferral / active EE | $5,680 | $3,240+75.3% | $4,264+33.2% | $5,090+11.6% |
| Admin fee / account holder | $99 | $114-12.8% | $5,646-98.2% | $269-63.1% |