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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 | $55,470+217.2% | $155,556+13.1% | $74,478+136.3% |
| Participation rate | 97.8% | 61.9%+35.9pp | 78.2%+19.6pp | 67.2%+30.6pp |
| Annual return | 14.07% | 269.80%-255.7pp | 64.84%-50.8pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $15,948 | $2,267+603.6% | $4,675+241.1% | $2,626+507.2% |
| Participant deferral / active EE | $14,649 | $2,838+416.2% | $5,631+160.2% | $4,350+236.7% |
| Admin fee / account holder | $16 | $1,744-99.1% | $15,885-99.9% | $1,946-99.2% |