Filed January 12, 2026 (most recent of 3 filings on file)
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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 | $60,530 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,546 | $104,475+52.7% | $159,436+0.1% | $79,386+101.0% |
| Participation rate | 97.1% | 76.6%+20.5pp | 82.8%+14.3pp | 70.7%+26.4pp |
| Annual return | 12.56% | 67.95%-55.4pp | 263.57%-251.0pp | 116.85%-104.3pp |
| Employer contribution / active EE | $1,942 | $3,417-43.2% | $4,829-59.8% | $2,427-20.0% |
| Participant deferral / active EE | $9,455 | $6,467+46.2% | $7,352+28.6% | $4,046+133.7% |
| Admin fee / account holder | $477 | $711-33.0% | $10,799-95.6% | $626-23.9% |