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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $216,638 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $1,131 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $51,523 | $105,173-51.0% | $87,102-40.8% | $77,775-33.8% |
| Participation rate | 96.8% | 85.8%+11.0pp | 76.9%+19.9pp | 73.2%+23.6pp |
| Annual return | 23.37% | 24.52%-1.2pp | 28.19%-4.8pp | 32.58%-9.2pp |
| Employer contribution / active EE | $3,279 | $2,890+13.4% | $2,521+30.0% | $2,504+30.9% |
| Participant deferral / active EE | $6,671 | $5,048+32.1% | $4,048+64.8% | $3,966+68.2% |
| Admin fee / account holder | $41 | $105-61.1% | $7,493-99.5% | $100-59.3% |