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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $35,801 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | 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 | $157,656 | $130,052+21.2% | $86,717+81.8% | $77,906+102.4% |
| Participation rate | 94.0% | 85.9%+8.1pp | 76.6%+17.5pp | 73.7%+20.3pp |
| Annual return | -17.08% | -12.73%-4.3pp | 35.97%-53.1pp | 12.16%-29.2pp |
| Employer contribution / active EE | $5,411 | $3,214+68.4% | $2,837+90.7% | $2,846+90.1% |
| Participant deferral / active EE | $16,117 | $5,741+180.7% | $4,657+246.1% | $4,805+235.4% |
| Admin fee / account holder | $22 | $132-83.2% | $7,494-99.7% | $133-83.3% |