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| Provider | Service type | Compensation |
|---|---|---|
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,648 | $101,672-65.9% | $147,117-76.4% | $74,478-53.5% |
| Participation rate | 94.8% | 75.5%+19.3pp | 82.2%+12.6pp | 67.2%+27.6pp |
| Annual return | -10.82% | 8757.83%-8768.6pp | 420.54%-431.4pp | 1370.56%-1381.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,960 | $7,305+50.0% | $8,065+35.9% | $4,350+151.9% |
| Admin fee / account holder | $3 | $1,753-99.8% | $12,993-100.0% | $1,946-99.9% |