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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $121,888 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,375 | $77,904-63.6% | $61,491-53.9% | $77,904-63.6% |
| Participation rate | 52.4% | 73.7%-21.2pp | 79.3%-26.9pp | 73.7%-21.2pp |
| Annual return | -17.57% | 12.21%-29.8pp | -12.98%-4.6pp | 12.21%-29.8pp |
| Employer contribution / active EE | $828 | $2,848-70.9% | $4,246-80.5% | $2,848-70.9% |
| Participant deferral / active EE | $1,530 | $4,806-68.2% | $5,188-70.5% | $4,806-68.2% |
| Admin fee / account holder | $39 | $133-70.9% | $4,312-99.1% | $133-70.9% |