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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 | $37,124 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | 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 | $189,838 | $104,544+81.6% | $96,564+96.6% | $80,187+136.7% |
| Participation rate | 95.6% | 86.4%+9.3pp | 76.0%+19.6pp | 72.9%+22.7pp |
| Annual return | 19.51% | 21.79%-2.3pp | 25.89%-6.4pp | 40.40%-20.9pp |
| Employer contribution / active EE | $5,937 | $3,527+68.3% | $2,967+100.1% | $2,980+99.2% |
| Participant deferral / active EE | $18,049 | $6,170+192.5% | $4,852+272.0% | $5,016+259.8% |
| Admin fee / account holder | $23 | $107-78.9% | $8,256-99.7% | $145-84.5% |