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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 | $101,672+89.4% | $147,117+30.9% | $74,478+158.6% |
| Participation rate | 88.8% | 75.5%+13.2pp | 82.2%+6.6pp | 67.2%+21.6pp |
| Annual return | 28.13% | 8757.83%-8729.7pp | 420.54%-392.4pp | 1370.56%-1342.4pp |
| Employer contribution / active EE | $1,576 | $3,813-58.7% | $4,932-68.0% | $2,626-40.0% |
| Participant deferral / active EE | $12,967 | $7,305+77.5% | $8,065+60.8% | $4,350+198.1% |
| Admin fee / account holder | $143 | $1,753-91.9% | $12,993-98.9% | $1,946-92.7% |