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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 | $64,285 |
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 | $65,662 | $112,582-41.7% | $105,624-37.8% | $200,096-67.2% |
| Participation rate | 84.3% | 86.3%-1.9pp | 75.3%+9.0pp | 72.0%+12.3pp |
| Annual return | 24.47% | 15.58%+8.9pp | 116.20%-91.7pp | 34.26%-9.8pp |
| Employer contribution / active EE | $3,424 | $4,580-25.2% | $3,168+8.1% | $3,038+12.7% |
| Participant deferral / active EE | $3,491 | $6,655-47.5% | $5,013-30.4% | $5,090-31.4% |
| Admin fee / account holder | $40 | $107-63.0% | $10,961-99.6% | $269-85.3% |