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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $43,359 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,113 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $8 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | 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 | $88,758 | $81,537+8.9% | $149,721-40.7% | $69,631+27.5% |
| Participation rate | 86.5% | 86.1%+0.4pp | 87.1%-0.6pp | 70.7%+15.8pp |
| Annual return | 33.17% | 22.79%+10.4pp | 1501.67%-1468.5pp | 27571.02%-27537.9pp |
| Employer contribution / active EE | $2,720 | $3,239-16.0% | $5,444-50.0% | $2,032+33.9% |
| Participant deferral / active EE | $12,063 | $4,994+141.6% | $6,568+83.7% | $3,224+274.2% |
| Admin fee / account holder | $91 | $107-15.3% | $11,282-99.2% | $110-18.0% |