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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,308 |
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 | $25,211 | $48,406-47.9% | $104,625-75.9% | $90,274-72.1% |
| Participation rate | 35.4% | 64.3%-28.9pp | 74.1%-38.7pp | 73.4%-38.0pp |
| Annual return | 29.47% | 18.72%+10.7pp | 340.60%-311.1pp | 53.97%-24.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $2,681-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $2,774 | $2,436+13.9% | $3,738-25.8% | $4,231-34.4% |
| Admin fee / account holder | $19 | $76-74.4% | $6,465-99.7% | $114-83.0% |