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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $21,909 |
CHARLES SCHWAB & CO., INC.1+ years Service code 50 · EIN 94-1737782 | Direct Payment | $438 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,537 | $68,413+36.7% | $123,105-24.0% | $55,191+69.5% |
| Participation rate | 73.4% | 84.5%-11.2pp | 86.8%-13.4pp | 69.2%+4.2pp |
| Annual return | 6.54% | 6.30%+0.2pp | 13.22%-6.7pp | 10.78%-4.2pp |
| Employer contribution / active EE | $2,535 | $3,050-16.9% | $5,151-50.8% | $1,899+33.5% |
| Participant deferral / active EE | $11,645 | $4,490+159.3% | $6,229+86.9% | $3,046+282.3% |
| Admin fee / account holder | $74 | $88-15.2% | $9,014-99.2% | $91-18.0% |