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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $20,925 |
JUST FINANCIAL PLANNING1+ years Service code 26 · EIN 54-1991379 | Advisory (Participants) | $8,466 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $3,906 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $193,358 | $88,324+118.9% | $115,038+68.1% | $55,191+250.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | -0.91% | 6.30%-7.2pp | 26.14%-27.1pp | 10.78%-11.7pp |
| Employer contribution / active EE | $9,731 | $2,805+246.9% | $4,608+111.2% | $1,899+412.5% |
| Participant deferral / active EE | $8,568 | $5,042+69.9% | $6,026+42.2% | $3,046+181.2% |
| Admin fee / account holder | $97 | $105-7.8% | $8,175-98.8% | $91+7.0% |