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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 | $31,119 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $222,248 | $110,258+101.6% | $102,460+116.9% | $200,096+11.1% |
| Participation rate | 95.7% | 86.3%+9.4pp | 76.5%+19.2pp | 72.0%+23.7pp |
| Annual return | 16.30% | 35.78%-19.5pp | 29.47%-13.2pp | 34.26%-18.0pp |
| Employer contribution / active EE | $5,953 | $3,605+65.1% | $3,025+96.8% | $3,038+96.0% |
| Participant deferral / active EE | $18,605 | $6,377+191.7% | $5,056+268.0% | $5,090+265.5% |
| Admin fee / account holder | $19 | $122-84.9% | $9,460-99.8% | $269-93.1% |