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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Shareholder servic... | $31,935 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-3106735 | Securities brokerage; Securities brok... | $80 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,998 | $109,359+219.1% | $162,171+115.2% | $72,983+378.2% |
| Participation rate | 96.3% | 84.3%+12.0pp | 87.6%+8.7pp | 69.5%+26.8pp |
| Annual return | 21.50% | 25.46%-4.0pp | 115.60%-94.1pp | 81.01%-59.5pp |
| Employer contribution / active EE | $14,383 | $3,907+268.1% | $5,613+156.2% | $2,440+489.5% |
| Participant deferral / active EE | $11,003 | $5,481+100.8% | $7,297+50.8% | $3,608+205.0% |
| Admin fee / account holder | $196 | $7,972-97.5% | $10,843-98.2% | $5,124-96.2% |