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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $535,454 |
FINANCIAL MANAGEMENT NETWORK9+ years Service code 26 · EIN 33-0490707 | Advisory (Participants) | $7,140 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $449 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $105,988 | $104,544+1.4% | $96,564+9.8% | $80,187+32.2% |
| Participation rate | 95.1% | 86.4%+8.7pp | 76.0%+19.1pp | 72.9%+22.1pp |
| Annual return | 16.32% | 21.79%-5.5pp | 25.89%-9.6pp | 40.40%-24.1pp |
| Employer contribution / active EE | $5,005 | $3,527+41.9% | $2,967+68.7% | $2,980+68.0% |
| Participant deferral / active EE | $7,990 | $6,170+29.5% | $4,852+64.7% | $5,016+59.3% |
| Admin fee / account holder | $194 | $107+81.9% | $8,256-97.6% | $145+34.0% |