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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $314,364 |
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 | $89,911 | $62,541+43.8% | $129,406-30.5% | $200,096-55.1% |
| Participation rate | 96.4% | 56.8%+39.6pp | 69.6%+26.7pp | 72.0%+24.3pp |
| Annual return | 16.26% | 16.95%-0.7pp | 9468.18%-9451.9pp | 34.26%-18.0pp |
| Employer contribution / active EE | $4,137 | $2,392+73.0% | $4,155-0.4% | $3,038+36.2% |
| Participant deferral / active EE | $8,804 | $3,123+181.9% | $4,167+111.3% | $5,090+73.0% |
| Admin fee / account holder | $80 | $167-51.9% | $7,689-99.0% | $269-70.2% |