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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,728 |
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 | $106,949 | $91,406+17.0% | $130,062-17.8% | $74,473+43.6% |
| Participation rate | 92.9% | 77.8%+15.1pp | 78.5%+14.4pp | 70.7%+22.1pp |
| Annual return | 18.35% | 23.21%-4.9pp | -137.37%+155.7pp | 34.36%-16.0pp |
| Employer contribution / active EE | $1,753 | $2,565-31.7% | $4,322-59.5% | $2,638-33.6% |
| Participant deferral / active EE | $6,373 | $4,724+34.9% | $5,821+9.5% | $4,530+40.7% |
| Admin fee / account holder | $16 | $283-94.2% | $10,601-99.8% | $347-95.2% |