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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $181,301 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $4,949 |
CHARLES SCHWAB & CO., INC.7+ 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 | $56,689 | $78,104-27.4% | $160,039-64.6% | $78,104-27.4% |
| Participation rate | 96.4% | 74.5%+21.9pp | 78.0%+18.5pp | 74.5%+21.9pp |
| Annual return | -15.24% | 10.90%-26.1pp | 409.10%-424.3pp | 10.90%-26.1pp |
| Employer contribution / active EE | $5,531 | $3,128+76.8% | $4,226+30.9% | $3,128+76.8% |
| Participant deferral / active EE | $11,918 | $5,089+134.2% | $6,184+92.7% | $5,089+134.2% |
| Admin fee / account holder | $23 | $79-71.3% | $8,716-99.7% | $79-71.3% |