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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $2,309 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,738 | $39,898+145.0% | $121,196-19.4% | $55,725+75.4% |
| Participation rate | 53.6% | 61.2%-7.6pp | 71.7%-18.1pp | 70.9%-17.2pp |
| Annual return | -6.46% | -0.96%-5.5pp | 16.93%-23.4pp | 244.93%-251.4pp |
| Employer contribution / active EE | $259 | $1,295-80.0% | $4,022-93.6% | $2,078-87.5% |
| Participant deferral / active EE | $3,755 | $2,439+54.0% | $3,344+12.3% | $3,356+11.9% |
| Admin fee / account holder | $11 | $95-88.7% | $5,019-99.8% | $115-90.6% |