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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 32-0169227 | Recordkeeping | $18,300 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 10 · EIN 94-1737782 | Accounting | $5,372 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 10 · EIN 82-3967259 | Accounting | $0 |
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 | $49,791 | $104,336-52.3% | $159,487-68.8% | $86,821-42.7% |
| Participation rate | 94.8% | 77.7%+17.0pp | 82.8%+11.9pp | 72.3%+22.5pp |
| Annual return | 19.55% | 26.32%-6.8pp | 263.71%-244.2pp | 97.94%-78.4pp |
| Employer contribution / active EE | $6,167 | $3,451+78.7% | $4,831+27.6% | $2,406+156.3% |
| Participant deferral / active EE | $8,763 | $6,837+28.2% | $7,354+19.2% | $4,132+112.1% |
| Admin fee / account holder | $79 | $172-53.9% | $10,804-99.3% | $170-53.2% |