| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $260,891 |
401K BENEFIT CONSULTANTS, LLC1+ years Service code 28 · EIN 46-0738868 | Investment Management | $101,061 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $42,500 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,784 | $80,211+29.4% | $74,184+39.9% | $63,975+62.2% |
| Participation rate | 97.0% | 84.2%+12.8pp | 76.6%+20.4pp | 71.1%+25.9pp |
| Annual return | 6.71% | 14.13%-7.4pp | 17.74%-11.0pp | 48.65%-41.9pp |
| Employer contribution / active EE | $4,393 | $2,553+72.0% | $2,370+85.3% | $2,182+101.4% |
| Participant deferral / active EE | $6,560 | $4,370+50.1% | $3,550+84.8% | $3,356+95.5% |
| Admin fee / account holder | $92 | $67+36.6% | $5,586-98.4% | $70+30.3% |