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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,852 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ 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 | $118,537 | $88,324+34.2% | $115,038+3.0% | $55,191+114.8% |
| Participation rate | 97.6% | 72.5%+25.1pp | 81.4%+16.3pp | 69.2%+28.5pp |
| Annual return | 0.20% | 6.30%-6.1pp | 26.14%-25.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $2,493 | $2,805-11.1% | $4,608-45.9% | $1,899+31.3% |
| Participant deferral / active EE | $8,583 | $5,042+70.2% | $6,026+42.4% | $3,046+181.8% |
| Admin fee / account holder | $92 | $105-12.8% | $8,175-98.9% | $91+1.2% |