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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 | $36,188 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $146 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,010 | $72,303+143.4% | $86,691+103.0% | $64,814+171.6% |
| Participation rate | 96.5% | 80.4%+16.1pp | 76.6%+19.9pp | 71.5%+25.0pp |
| Annual return | -15.40% | 392.77%-408.2pp | 35.94%-51.3pp | 32.84%-48.2pp |
| Employer contribution / active EE | $3,979 | $2,393+66.3% | $2,837+40.3% | $2,507+58.7% |
| Participant deferral / active EE | $21,090 | $4,660+352.6% | $4,656+353.0% | $4,310+389.3% |
| Admin fee / account holder | $45 | $174-74.1% | $7,492-99.4% | $188-76.0% |