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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,534 |
Service code 28 · EIN 27-2233898 | Investment Management | $17,170 |
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 | $80,523 | $73,459+9.6% | $178,528-54.9% | $74,429+8.2% |
| Participation rate | 97.7% | 66.5%+31.1pp | 77.1%+20.6pp | 67.2%+30.4pp |
| Annual return | 17.28% | 17.50%-0.2pp | 27.11%-9.8pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $9,603 | $2,219+332.7% | $3,950+143.1% | $2,625+265.8% |
| Participant deferral / active EE | $15,871 | $4,515+251.5% | $6,278+152.8% | $4,348+265.0% |
| Admin fee / account holder | $167 | $1,812-90.8% | $10,419-98.4% | $1,944-91.4% |