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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $157,822 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $162 |
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 | $31,313 | $103,590-69.8% | $95,740-67.3% | $103,590-69.8% |
| Participation rate | 34.8% | 73.3%-38.6pp | 72.3%-37.5pp | 73.3%-38.6pp |
| Annual return | 24.46% | 33.13%-8.7pp | 28.41%-4.0pp | 33.13%-8.7pp |
| Employer contribution / active EE | $1,198 | $3,213-62.7% | $2,836-57.8% | $3,213-62.7% |
| Participant deferral / active EE | $2,845 | $5,214-45.4% | $4,244-33.0% | $5,214-45.4% |
| Admin fee / account holder | $51 | $114-55.7% | $5,676-99.1% | $114-55.7% |