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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $75 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $61,192 | $75,388-18.8% | $123,549-50.5% | $55,725+9.8% |
| Participation rate | 72.1% | 75.7%-3.6pp | 82.3%-10.2pp | 70.9%+1.2pp |
| Annual return | -5.32% | 4.48%-9.8pp | 119.20%-124.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,731 | $3,063-43.5% | $4,628-62.6% | $2,078-16.7% |
| Participant deferral / active EE | $3,633 | $5,651-35.7% | $6,426-43.5% | $3,356+8.3% |
| Admin fee / account holder | $6 | $120-94.6% | $9,284-99.9% | $115-94.4% |