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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $235,186 |
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 | $62,962 | $52,523+19.9% | $117,472-46.4% | $77,906-19.2% |
| Participation rate | 95.6% | 61.6%+34.1pp | 70.6%+25.0pp | 73.7%+21.9pp |
| Annual return | -17.27% | -13.76%-3.5pp | 29.77%-47.0pp | 12.16%-29.4pp |
| Employer contribution / active EE | $3,730 | $2,166+72.2% | $4,180-10.8% | $2,846+31.0% |
| Participant deferral / active EE | $7,455 | $3,087+141.5% | $4,072+83.1% | $4,805+55.1% |
| Admin fee / account holder | $64 | $99-35.3% | $5,646-98.9% | $133-51.6% |