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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $210,017 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,118 |
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 | $74,652 | $103,657-28.0% | $169,381-55.9% | $103,657-28.0% |
| Participation rate | 98.0% | 73.4%+24.6pp | 77.2%+20.8pp | 73.4%+24.6pp |
| Annual return | 24.86% | 33.13%-8.3pp | 406.41%-381.5pp | 33.13%-8.3pp |
| Employer contribution / active EE | $5,365 | $3,216+66.8% | $4,013+33.7% | $3,216+66.8% |
| Participant deferral / active EE | $12,062 | $5,218+131.2% | $6,224+93.8% | $5,218+131.2% |
| Admin fee / account holder | $25 | $114-77.8% | $9,013-99.7% | $114-77.8% |