Filed February 23, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $111,945 |
Service code 28 · EIN 26-0058143 | Investment Management | $16,807 |
MILLER RUSSELL ASSOCIATES4 years Filed as: MILLER RUSSELL AND ASSOCIATES LLC Service code 28 · EIN 27-1529830 | Investment Management | $16,715 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $3,250 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $85,293 | $118,337-27.9% | $189,534-55.0% | $93,010-8.3% |
| Participation rate | 96.0% | 89.1%+7.0pp | 87.8%+8.2pp | 73.9%+22.1pp |
| Annual return | 34.92% | 21.77%+13.1pp | 555.39%-520.5pp | 158.70%-123.8pp |
| Employer contribution / active EE | $4,210 | $4,204+0.1% | $6,162-31.7% | $2,705+55.6% |
| Participant deferral / active EE | $7,526 | $7,123+5.7% | $8,220-8.4% | $4,561+65.0% |
| Admin fee / account holder | $41 | $100-58.4% | $12,049-99.7% | $152-72.7% |