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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $277,867 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,228 |
CHARLES SCHWAB & CO., INC.2 years 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 | $61,221 | $176,471-65.3% | $95,968-36.2% | $90,274-32.2% |
| Participation rate | 95.2% | 86.6%+8.6pp | 77.1%+18.1pp | 73.4%+21.8pp |
| Annual return | 17.08% | 20.15%-3.1pp | 91.65%-74.6pp | 53.97%-36.9pp |
| Employer contribution / active EE | $3,368 | $2,783+21.0% | $2,542+32.5% | $2,523+33.5% |
| Participant deferral / active EE | $6,771 | $5,325+27.1% | $4,167+62.5% | $4,231+60.0% |
| Admin fee / account holder | $55 | $154-64.6% | $6,798-99.2% | $114-52.2% |