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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $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 | $76,472 | $74,024+3.3% | $78,002-2.0% | $57,658+32.6% |
| Participation rate | 96.7% | 79.7%+16.9pp | 75.5%+21.2pp | 70.2%+26.5pp |
| Annual return | 7.31% | 12.14%-4.8pp | 425.99%-418.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,543 | $2,365-34.8% | $2,470-37.6% | $1,974-21.8% |
| Participant deferral / active EE | $4,384 | $3,533+24.1% | $3,497+25.4% | $3,061+43.2% |
| Admin fee / account holder | $25 | $93-73.3% | $5,481-99.5% | $95-73.7% |