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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $101,004 | $101,653-0.6% | $147,080-31.3% | $74,459+35.6% |
| Participation rate | 80.6% | 75.6%+5.0pp | 82.2%-1.6pp | 67.2%+13.4pp |
| Annual return | 14.67% | 8754.98%-8740.3pp | 420.17%-405.5pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $5,109 | $3,813+34.0% | $4,933+3.6% | $2,626+94.6% |
| Participant deferral / active EE | $10,920 | $7,304+49.5% | $8,066+35.4% | $4,350+151.1% |
| Admin fee / account holder | $8 | $1,752-99.5% | $12,989-99.9% | $1,945-99.6% |