Filed March 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 27-4826969 | Advisory (Participants) | $6,515 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $867 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $853,376 | $129,227+560.4% | $184,256+363.1% | $77,762+997.4% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.8%+4.4pp | 70.6%+20.7pp |
| Annual return | 23.50% | 33.24%-9.7pp | 28.85%-5.3pp | 31.27%-7.8pp |
| Employer contribution / active EE | $28,725 | $4,412+551.0% | $6,427+346.9% | $2,728+953.0% |
| Participant deferral / active EE | $17,111 | $7,307+134.2% | $9,133+87.4% | $4,651+267.9% |
| Admin fee / account holder | $2,909 | $256+1037.4% | $13,899-79.1% | $433+571.9% |