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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,310 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ 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 | $193,773 | $144,879+33.7% | $111,319+74.1% | $93,010+108.3% |
| Participation rate | 96.1% | 86.1%+10.0pp | 77.3%+18.8pp | 73.9%+22.2pp |
| Annual return | 17.88% | 18.11%-0.2pp | 54.68%-36.8pp | 158.70%-140.8pp |
| Employer contribution / active EE | $5,188 | $3,052+70.0% | $2,732+89.9% | $2,705+91.8% |
| Participant deferral / active EE | $15,836 | $5,576+184.0% | $4,488+252.9% | $4,561+247.2% |
| Admin fee / account holder | $21 | $104-79.4% | $7,966-99.7% | $152-85.9% |