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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $205,244 |
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 | $267,367 | $108,592+146.2% | $129,118+107.1% | $77,906+243.2% |
| Participation rate | 99.3% | 84.8%+14.6pp | 77.2%+22.1pp | 73.7%+25.6pp |
| Annual return | -16.31% | -13.72%-2.6pp | -10.94%-5.4pp | 12.16%-28.5pp |
| Employer contribution / active EE | $18,396 | $5,713+222.0% | $5,051+264.2% | $2,846+546.3% |
| Participant deferral / active EE | $12,365 | $7,051+75.4% | $6,539+89.1% | $4,805+157.3% |
| Admin fee / account holder | $58 | $91-36.6% | $14,305-99.6% | $133-56.4% |