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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $210,871 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,153 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,802 | $99,313-7.6% | $178,505-48.6% | $99,313-7.6% |
| Participation rate | 98.0% | 71.7%+26.2pp | 77.1%+20.8pp | 71.7%+26.2pp |
| Annual return | 18.52% | 17.67%+0.8pp | 27.16%-8.6pp | 17.67%+0.8pp |
| Employer contribution / active EE | $5,438 | $3,264+66.6% | $3,955+37.5% | $3,264+66.6% |
| Participant deferral / active EE | $12,696 | $5,346+137.5% | $6,280+102.2% | $5,346+137.5% |
| Admin fee / account holder | $25 | $109-77.5% | $10,428-99.8% | $109-77.5% |