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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,531 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $634 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,908 | $95,274+316.6% | $135,903+192.1% | $74,419+433.3% |
| Participation rate | 99.3% | 78.2%+21.1pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 17.73% | 32.77%-15.0pp | 68.23%-50.5pp | 34.38%-16.6pp |
| Employer contribution / active EE | $10,732 | $3,874+177.0% | $4,856+121.0% | $2,637+306.9% |
| Participant deferral / active EE | $10,857 | $7,782+39.5% | $7,758+39.9% | $4,528+139.8% |
| Admin fee / account holder | $41 | $266-84.7% | $10,762-99.6% | $348-88.3% |