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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 13 · EIN 34-1479833 | Contract Administrator | $178,795 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,109 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Direct payment from the plan; Custodi... | $5 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $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 | $98,573 | $46,173+113.5% | $170,435-42.2% | $69,631+41.6% |
| Participation rate | 97.8% | 63.9%+33.9pp | 83.6%+14.2pp | 70.7%+27.1pp |
| Annual return | 18.51% | 21.62%-3.1pp | 205.94%-187.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $6,512 | $1,610+304.5% | $5,432+19.9% | $2,032+220.4% |
| Participant deferral / active EE | $5,264 | $2,080+153.0% | $4,939+6.6% | $3,224+63.3% |
| Admin fee / account holder | $223 | $116+92.3% | $13,881-98.4% | $110+101.9% |