Filed April 23, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $38,333 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,006 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,970 | $132,049-1.6% | $200,582-35.2% | $74,304+74.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 16.37% | 22.22%-5.8pp | 42.33%-26.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $7,511 | $4,558+64.8% | $6,419+17.0% | $2,241+235.1% |
| Participant deferral / active EE | $7,205 | $7,213-0.1% | $9,331-22.8% | $3,767+91.2% |
| Admin fee / account holder | $135 | $2,405-94.4% | $16,305-99.2% | $2,969-95.4% |