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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $285 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,695 | $100,801+12.8% | $149,696-24.0% | $73,409+54.9% |
| Participation rate | 91.5% | 77.7%+13.8pp | 82.5%+9.0pp | 72.2%+19.3pp |
| Annual return | 14.13% | 265.34%-251.2pp | 276.60%-262.5pp | 59.29%-45.2pp |
| Employer contribution / active EE | $1,309 | $3,312-60.5% | $4,644-71.8% | $2,234-41.4% |
| Participant deferral / active EE | $8,169 | $6,404+27.6% | $6,842+19.4% | $3,805+114.7% |
| Admin fee / account holder | $1 | $181-99.3% | $9,309-100.0% | $158-99.2% |