Filed December 8, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $170,796 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,819 | $53,932+40.6% | $134,162-43.5% | $90,274-16.0% |
| Participation rate | 94.4% | 60.4%+34.0pp | 72.2%+22.2pp | 73.4%+21.0pp |
| Annual return | 16.80% | 23.16%-6.4pp | 36.35%-19.5pp | 53.97%-37.2pp |
| Employer contribution / active EE | $3,692 | $1,611+129.2% | $3,705-0.4% | $2,523+46.3% |
| Participant deferral / active EE | $7,687 | $2,432+216.1% | $3,500+119.7% | $4,231+81.7% |
| Admin fee / account holder | $58 | $104-43.7% | $6,685-99.1% | $114-48.9% |