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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 | $48,958 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $574 |
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 | $244,097 | $89,123+173.9% | $102,460+138.2% | $77,762+213.9% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 16.53% | 25.05%-8.5pp | 29.47%-12.9pp | 31.27%-14.7pp |
| Employer contribution / active EE | $4,939 | $2,700+82.9% | $3,025+63.3% | $2,728+81.0% |
| Participant deferral / active EE | $26,469 | $5,148+414.2% | $5,056+423.5% | $4,651+469.1% |
| Admin fee / account holder | $65 | $236-72.4% | $9,460-99.3% | $433-85.0% |