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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $38,070 |
SWEENEY CONRAD, P.S.3+ years Filed as: SWEENEY CONRAD PS Service code 10 · EIN 91-1301672 | Accounting | $8,000 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,095 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,435 | $80,753+18.2% | $136,298-30.0% | $62,293+53.2% |
| Participation rate | 89.2% | 73.5%+15.7pp | 81.9%+7.3pp | 69.5%+19.7pp |
| Annual return | 18.27% | 35.83%-17.6pp | 5156.27%-5138.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $9,589 | $5,164+85.7% | $6,247+53.5% | $3,169+202.6% |
| Admin fee / account holder | $322 | $525-38.8% | $9,244-96.5% | $479-32.9% |