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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,275 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4,944 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $33,455 | $38,058-12.1% | $169,452-80.3% | $75,289-55.6% |
| Participation rate | 94.8% | 65.1%+29.7pp | 77.8%+17.1pp | 72.4%+22.4pp |
| Annual return | -3.40% | -2.88%-0.5pp | 1.83%-5.2pp | -0.04%-3.4pp |
| Employer contribution / active EE | $3,809 | $1,478+157.7% | $4,157-8.4% | $2,405+58.4% |
| Participant deferral / active EE | $7,233 | $3,201+126.0% | $5,277+37.1% | $3,739+93.5% |
| Admin fee / account holder | $4 | $85-95.1% | $9,110-100.0% | $102-95.9% |