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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 | $5,529 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,959 | $55,446+217.4% | $155,574+13.1% | $74,429+136.4% |
| Participation rate | 97.8% | 61.9%+35.9pp | 78.2%+19.6pp | 67.2%+30.6pp |
| Annual return | 14.07% | 269.20%-255.1pp | 64.87%-50.8pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $15,948 | $2,266+603.7% | $4,676+241.1% | $2,625+507.6% |
| Participant deferral / active EE | $14,649 | $2,836+416.5% | $5,629+160.2% | $4,348+236.9% |
| Admin fee / account holder | $16 | $1,743-99.1% | $15,914-99.9% | $1,944-99.2% |