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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,139 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $112 |
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 | $56,125 | $100,272-44.0% | $170,043-67.0% | $74,460-24.6% |
| Participation rate | 77.3% | 87.4%-10.0pp | 87.0%-9.7pp | 70.7%+6.6pp |
| Annual return | 20.02% | 66.12%-46.1pp | 53.40%-33.4pp | 34.38%-14.4pp |
| Employer contribution / active EE | $6,950 | $4,266+62.9% | $6,790+2.4% | $2,638+163.4% |
| Participant deferral / active EE | $13,456 | $7,147+88.3% | $10,410+29.3% | $4,530+197.1% |
| Admin fee / account holder | $27 | $235-88.7% | $12,824-99.8% | $348-92.3% |