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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,682 |
KANSAS CITY 727 ACQUISITION LL1+ years Filed as: KANSAS CITY 727 ACQUISTION LLC Service code 26 · EIN 45-3338790 | Advisory (Participants) | $5,474 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $762 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,829 | $80,177+43.2% | $123,894-7.3% | $57,661+99.1% |
| Participation rate | 95.1% | 74.4%+20.6pp | 81.4%+13.7pp | 70.2%+24.9pp |
| Annual return | 16.97% | 17.90%-0.9pp | 47.52%-30.5pp | 5.13%+11.8pp |
| Employer contribution / active EE | $1,184 | $2,913-59.3% | $4,617-74.4% | $1,974-40.0% |
| Participant deferral / active EE | $6,709 | $5,130+30.8% | $5,984+12.1% | $3,061+119.2% |
| Admin fee / account holder | $5 | $106-95.2% | $8,357-99.9% | $95-94.6% |