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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,028 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ 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 | $144,525 | $73,404+96.9% | $87,102+65.9% | $67,584+113.8% |
| Participation rate | 94.5% | 80.9%+13.7pp | 76.9%+17.6pp | 71.3%+23.2pp |
| Annual return | 22.37% | 48.29%-25.9pp | 28.19%-5.8pp | 378.59%-356.2pp |
| Employer contribution / active EE | $4,737 | $2,014+135.2% | $2,521+87.9% | $2,148+120.5% |
| Participant deferral / active EE | $13,906 | $3,913+255.4% | $4,048+243.5% | $3,540+292.9% |
| Admin fee / account holder | $25 | $142-82.6% | $7,493-99.7% | $142-82.7% |