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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $33,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,602 | $101,591+89.6% | $147,096+30.9% | $74,429+158.8% |
| Participation rate | 88.8% | 75.5%+13.2pp | 82.2%+6.6pp | 67.2%+21.6pp |
| Annual return | 28.13% | 8746.45%-8718.3pp | 419.75%-391.6pp | 1368.38%-1340.2pp |
| Employer contribution / active EE | $1,576 | $3,813-58.7% | $4,936-68.1% | $2,625-40.0% |
| Participant deferral / active EE | $12,967 | $7,302+77.6% | $8,071+60.7% | $4,348+198.2% |
| Admin fee / account holder | $143 | $1,750-91.8% | $13,005-98.9% | $1,944-92.7% |