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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,817 |
MARINER LLC1 year Service code 26 · EIN 20-4553256 | Advisory (Participants) | $6,418 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $379 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.3+ 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 | $111,491 | $88,874+25.4% | $123,553-9.8% | $75,289+48.1% |
| Participation rate | 97.2% | 75.9%+21.4pp | 82.3%+15.0pp | 72.4%+24.8pp |
| Annual return | 16.34% | 4.22%+12.1pp | 119.21%-102.9pp | -0.04%+16.4pp |
| Employer contribution / active EE | $1,676 | $3,256-48.5% | $4,628-63.8% | $2,405-30.3% |
| Participant deferral / active EE | $7,681 | $6,174+24.4% | $6,426+19.5% | $3,739+105.4% |
| Admin fee / account holder | $4 | $95-95.4% | $9,284-100.0% | $102-95.7% |