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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 | $101,539+89.7% | $147,041+31.0% | $74,400+158.9% |
| Participation rate | 88.8% | 75.5%+13.2pp | 82.2%+6.6pp | 67.2%+21.6pp |
| Annual return | 28.13% | 8740.84%-8712.7pp | 419.21%-391.1pp | 1367.51%-1339.4pp |
| Employer contribution / active EE | $1,576 | $3,811-58.6% | $4,935-68.1% | $2,624-39.9% |
| Participant deferral / active EE | $12,967 | $7,304+77.5% | $8,071+60.7% | $4,348+198.2% |
| Admin fee / account holder | $143 | $1,749-91.8% | $13,006-98.9% | $1,944-92.7% |