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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,200 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ 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 | $71,647 | $62,324+15.0% | $68,509+4.6% | $55,191+29.8% |
| Participation rate | 94.3% | 78.9%+15.5pp | 74.7%+19.6pp | 69.2%+25.2pp |
| Annual return | 7.08% | 4.26%+2.8pp | 8.27%-1.2pp | 10.78%-3.7pp |
| Employer contribution / active EE | $2,492 | $2,223+12.1% | $2,278+9.4% | $1,899+31.2% |
| Participant deferral / active EE | $4,553 | $3,425+32.9% | $3,382+34.6% | $3,046+49.4% |
| Admin fee / account holder | $19 | $91-79.0% | $5,275-99.6% | $91-78.9% |