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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 | $236,854 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,688 | $139,767+145.2% | $153,741+122.9% | $200,096+71.3% |
| Participation rate | 99.5% | 85.1%+14.4pp | 77.1%+22.4pp | 72.0%+27.5pp |
| Annual return | 14.59% | 20.59%-6.0pp | 15.71%-1.1pp | 34.26%-19.7pp |
| Employer contribution / active EE | $20,032 | $6,517+207.4% | $5,042+297.3% | $3,038+559.5% |
| Participant deferral / active EE | $13,475 | $8,055+67.3% | $6,757+99.4% | $5,090+164.7% |
| Admin fee / account holder | $61 | $98-37.3% | $12,749-99.5% | $269-77.2% |