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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $114,952 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $1,249 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $53,945 | $101,555-46.9% | $189,611-71.5% | $101,555-46.9% |
| Participation rate | 98.0% | 74.5%+23.5pp | 78.5%+19.6pp | 74.5%+23.5pp |
| Annual return | 21.72% | 21.00%+0.7pp | 64.20%-42.5pp | 21.00%+0.7pp |
| Employer contribution / active EE | $4,087 | $2,972+37.5% | $4,413-7.4% | $2,972+37.5% |
| Participant deferral / active EE | $8,730 | $4,874+79.1% | $6,174+41.4% | $4,874+79.1% |
| Admin fee / account holder | $13 | $139-90.8% | $9,808-99.9% | $139-90.8% |