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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 62-1518255 | Investment Management | $151,337 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $49,513 |
Service code 10 · EIN 75-2678894 | Accounting | $29,500 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $506 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,363 | $94,621+183.6% | $138,135+94.3% | $73,412+265.6% |
| Participation rate | 97.4% | 83.4%+13.9pp | 78.7%+18.7pp | 72.2%+25.2pp |
| Annual return | 13.53% | 16.57%-3.0pp | 20.51%-7.0pp | 59.30%-45.8pp |
| Employer contribution / active EE | $14,019 | $4,410+217.9% | $5,587+150.9% | $2,234+527.6% |
| Participant deferral / active EE | $12,823 | $6,199+106.9% | $6,431+99.4% | $3,806+236.9% |
| Admin fee / account holder | $544 | $140+287.8% | $11,856-95.4% | $158+244.4% |