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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 34-1479833 | Recordkeeping | $37,315 |
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 | $82,414 | $72,620+13.5% | $90,760-9.2% | $66,938+23.1% |
| Participation rate | 95.1% | 73.7%+21.4pp | 75.7%+19.4pp | 69.8%+25.3pp |
| Annual return | -14.36% | -12.28%-2.1pp | -12.16%-2.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $5,448 | $2,369+129.9% | $2,922+86.5% | $2,545+114.1% |
| Participant deferral / active EE | $8,184 | $3,979+105.7% | $4,565+79.3% | $4,238+93.1% |
| Admin fee / account holder | $164 | $707-76.9% | $8,444-98.1% | $594-72.4% |