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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,120 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,383 | $90,064-42.9% | $100,415-48.8% | $77,762-33.9% |
| Participation rate | 91.5% | 81.3%+10.2pp | 81.5%+10.0pp | 70.6%+20.9pp |
| Annual return | 29.21% | 20.61%+8.6pp | 49.47%-20.3pp | 31.27%-2.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $12,718 | $8,282+53.6% | $8,091+57.2% | $4,651+173.4% |
| Admin fee / account holder | $66 | $172-61.5% | $7,906-99.2% | $433-84.7% |