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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 | $25,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,489 | $71,142+51.1% | $119,634-10.2% | $64,824+65.8% |
| Participation rate | 89.9% | 78.6%+11.3pp | 79.3%+10.6pp | 71.5%+18.4pp |
| Annual return | -15.88% | -10.01%-5.9pp | -14.98%-0.9pp | 32.84%-48.7pp |
| Employer contribution / active EE | $1,718 | $2,497-31.2% | $4,232-59.4% | $2,507-31.5% |
| Participant deferral / active EE | $6,173 | $4,490+37.5% | $5,601+10.2% | $4,311+43.2% |
| Admin fee / account holder | $54 | $162-66.5% | $10,329-99.5% | $188-71.1% |