Filed January 12, 2026 (most recent of 3 filings on file)
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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 | $68,354 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,711 | $101,499+44.5% | $147,005-0.2% | $74,546+96.8% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | 9.93% | 8732.34%-8722.4pp | 418.76%-408.8pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $3,871 | $3,811+1.6% | $4,934-21.5% | $2,624+47.5% |
| Participant deferral / active EE | $12,130 | $7,304+66.1% | $8,070+50.3% | $4,347+179.0% |
| Admin fee / account holder | $465 | $1,748-73.4% | $13,006-96.4% | $1,944-76.1% |