Filed April 29, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $146,537 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $14,131 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $204 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years 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 | $101,874 | $88,874+14.6% | $123,553-17.5% | $75,289+35.3% |
| Participation rate | 94.6% | 75.9%+18.8pp | 82.3%+12.4pp | 72.4%+22.2pp |
| Annual return | 10.02% | 4.22%+5.8pp | 119.21%-109.2pp | -0.04%+10.1pp |
| Employer contribution / active EE | $1,940 | $3,256-40.4% | $4,628-58.1% | $2,405-19.3% |
| Participant deferral / active EE | $8,557 | $6,174+38.6% | $6,426+33.2% | $3,739+128.9% |
| Admin fee / account holder | $52 | $95-45.4% | $9,284-99.4% | $102-49.6% |