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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $43,145 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $29,061 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $358 |
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 | $182,683 | $50,919+258.8% | $155,556+17.4% | $77,762+134.9% |
| Participation rate | 95.9% | 63.1%+32.8pp | 78.2%+17.7pp | 70.6%+25.3pp |
| Annual return | 32.88% | 34.84%-2.0pp | 64.84%-32.0pp | 31.27%+1.6pp |
| Employer contribution / active EE | $8,055 | $1,991+304.5% | $4,675+72.3% | $2,728+195.3% |
| Participant deferral / active EE | $5,886 | $2,824+108.4% | $5,631+4.5% | $4,651+26.6% |
| Admin fee / account holder | $222 | $437-49.1% | $15,885-98.6% | $433-48.6% |