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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479633 | Recordkeeping | $244,880 |
Filed as: PORTFOLIO DESIGN SERVICES LLC Service code 26 · EIN 72-1558055 | Advisory (Participants) | $6,108 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $2,365 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $179,365 | $96,458+86.0% | $136,298+31.6% | $77,958+130.1% |
| Participation rate | 97.3% | 75.4%+21.9pp | 81.9%+15.4pp | 71.6%+25.7pp |
| Annual return | 16.79% | 23.78%-7.0pp | 5156.27%-5139.5pp | 20.87%-4.1pp |
| Employer contribution / active EE | $7,027 | $3,144+123.5% | $4,696+49.7% | $2,310+204.2% |
| Participant deferral / active EE | $10,227 | $5,902+73.3% | $6,247+63.7% | $3,537+189.2% |
| Admin fee / account holder | $60 | $80-25.4% | $9,244-99.4% | $97-38.4% |