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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $256,202 |
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 | $75,947 | $57,775+31.5% | $121,214-37.3% | $80,187-5.3% |
| Participation rate | 96.5% | 59.1%+37.4pp | 69.5%+27.0pp | 72.9%+23.6pp |
| Annual return | 20.84% | 20.30%+0.5pp | 987.67%-966.8pp | 40.40%-19.6pp |
| Employer contribution / active EE | $4,090 | $2,132+91.9% | $4,171-1.9% | $2,980+37.3% |
| Participant deferral / active EE | $8,356 | $3,109+168.8% | $4,084+104.6% | $5,016+66.6% |
| Admin fee / account holder | $65 | $122-46.8% | $5,647-98.9% | $145-55.4% |