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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 | $9,081 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $47,156 | $122,063-61.4% | $184,256-74.4% | $74,478-36.7% |
| Participation rate | 86.7% | 85.5%+1.3pp | 86.8%-0.1pp | 67.2%+19.5pp |
| Annual return | 17.00% | 19.92%-2.9pp | 28.85%-11.8pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $15 | $4,539-99.7% | $6,427-99.8% | $2,626-99.4% |
| Participant deferral / active EE | $10,099 | $7,144+41.4% | $9,133+10.6% | $4,350+132.2% |
| Admin fee / account holder | $35 | $1,253-97.2% | $13,899-99.7% | $1,946-98.2% |