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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 | $14,030 |
MARCUM LLP4+ years Filed as: SKODA MINOTTI & CO Service code 10 · EIN 34-1945206 | Accounting | $10,600 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,887 | $65,223-14.3% | $80,022-30.2% | $55,725+0.3% |
| Participation rate | 98.5% | 80.6%+18.0pp | 75.8%+22.7pp | 70.9%+27.7pp |
| Annual return | -4.22% | 7.59%-11.8pp | 11.22%-15.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,978 | $2,544-22.3% | $2,468-19.9% | $2,078-4.8% |
| Participant deferral / active EE | $2,674 | $3,881-31.1% | $3,686-27.4% | $3,356-20.3% |
| Admin fee / account holder | $22 | $114-80.3% | $6,521-99.7% | $115-80.5% |