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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $11,890 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,730 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,351 | $35,135+46.2% | $85,969-40.3% | $59,188-13.2% |
| Participation rate | 71.0% | 50.0%+20.9pp | 76.5%-5.6pp | 69.4%+1.6pp |
| Annual return | 0.93% | 11.01%-10.1pp | 9.32%-8.4pp | 5.51%-4.6pp |
| Employer contribution / active EE | $727 | $764-4.9% | $3,474-79.1% | $2,098-65.4% |
| Participant deferral / active EE | $1,910 | $1,349+41.6% | $3,829-50.1% | $3,265-41.5% |
| Admin fee / account holder | $13 | $152-91.3% | $6,053-99.8% | $92-85.6% |