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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 | $73,397+9.7% | $178,014-54.8% | $74,546+8.0% |
| Participation rate | 97.7% | 66.6%+31.1pp | 77.1%+20.6pp | 67.2%+30.5pp |
| Annual return | 17.28% | 17.49%-0.2pp | 294.80%-277.5pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $9,603 | $2,217+333.0% | $3,950+143.1% | $2,624+265.9% |
| Participant deferral / active EE | $15,871 | $4,512+251.7% | $6,276+152.9% | $4,347+265.1% |
| Admin fee / account holder | $167 | $1,809-90.8% | $10,362-98.4% | $1,944-91.4% |