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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 | $33,259 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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 | $116,288 | $65,118+78.6% | $76,768+51.5% | $55,727+108.7% |
| Participation rate | 94.7% | 79.6%+15.1pp | 77.0%+17.7pp | 70.9%+23.8pp |
| Annual return | -5.75% | -1.27%-4.5pp | 2.43%-8.2pp | 244.94%-250.7pp |
| Employer contribution / active EE | $4,582 | $1,941+136.1% | $2,485+84.4% | $2,078+120.5% |
| Participant deferral / active EE | $13,389 | $3,688+263.0% | $3,852+247.6% | $3,356+299.0% |
| Admin fee / account holder | $25 | $116-78.7% | $6,676-99.6% | $115-78.6% |