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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $36,647 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,685 | $155,795-71.3% | $136,294-67.2% | $69,631-35.8% |
| Participation rate | 42.7% | 75.2%-32.6pp | 81.9%-39.2pp | 70.7%-28.0pp |
| Annual return | 17.59% | 232464.33%-232446.7pp | 5155.94%-5138.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $469 | $2,991-84.3% | $4,695-90.0% | $2,032-76.9% |
| Participant deferral / active EE | $1,514 | $5,394-71.9% | $6,247-75.8% | $3,224-53.0% |
| Admin fee / account holder | $121 | $128-5.7% | $9,243-98.7% | $110+9.5% |