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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $12,035 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $1,932 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $10 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,130 | $98,217+93.6% | $105,754+79.8% | $63,975+197.2% |
| Participation rate | 98.5% | 81.9%+16.7pp | 78.9%+19.6pp | 71.1%+27.4pp |
| Annual return | 9.76% | 20.18%-10.4pp | 12.25%-2.5pp | 48.65%-38.9pp |
| Employer contribution / active EE | $12,807 | $4,802+166.7% | $4,079+214.0% | $2,182+487.0% |
| Participant deferral / active EE | $9,337 | $6,019+55.1% | $5,326+75.3% | $3,356+178.2% |
| Admin fee / account holder | $53 | $70-23.8% | $8,309-99.4% | $70-24.5% |