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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,304 |
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 | $41,308 | $130,294-68.3% | $170,043-75.7% | $71,511-42.2% |
| Participation rate | 87.0% | 86.2%+0.9pp | 87.0%0pp | 67.9%+19.1pp |
| Annual return | 49.66% | 20.36%+29.3pp | 53.40%-3.7pp | 28.86%+20.8pp |
| Employer contribution / active EE | $95 | $4,385-97.8% | $6,790-98.6% | $2,589-96.3% |
| Participant deferral / active EE | $12,554 | $6,928+81.2% | $10,410+20.6% | $4,291+192.6% |
| Admin fee / account holder | $25 | $966-97.4% | $12,824-99.8% | $1,588-98.4% |