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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 | $23,136 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | 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 | $119,760 | $69,305+72.8% | $82,312+45.5% | $69,634+72.0% |
| Participation rate | 93.6% | 80.3%+13.3pp | 76.9%+16.7pp | 70.7%+22.9pp |
| Annual return | 19.66% | 21.47%-1.8pp | 25.88%-6.2pp | 27572.26%-27552.6pp |
| Employer contribution / active EE | $4,168 | $1,887+121.0% | $2,428+71.7% | $2,032+105.1% |
| Participant deferral / active EE | $12,067 | $3,568+238.1% | $3,706+225.6% | $3,224+274.3% |
| Admin fee / account holder | $18 | $97-82.0% | $5,608-99.7% | $110-84.2% |