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 | $101,591+44.4% | $147,096-0.3% | $74,429+97.1% |
| Participation rate | 97.6% | 75.5%+22.0pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | 9.93% | 8746.45%-8736.5pp | 419.75%-409.8pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $3,871 | $3,813+1.5% | $4,936-21.6% | $2,625+47.5% |
| Participant deferral / active EE | $12,130 | $7,302+66.1% | $8,071+50.3% | $4,348+179.0% |
| Admin fee / account holder | $465 | $1,750-73.4% | $13,005-96.4% | $1,944-76.1% |