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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,654 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $135,348 | $107,378+26.0% | $108,582+24.7% | $57,658+134.7% |
| Participation rate | 86.0% | 77.1%+8.9pp | 79.6%+6.4pp | 70.2%+15.8pp |
| Annual return | 6.44% | 12.80%-6.4pp | -51.70%+58.1pp | 5.13%+1.3pp |
| Employer contribution / active EE | $4,347 | $1,782+144.0% | $3,758+15.7% | $1,974+120.2% |
| Participant deferral / active EE | $4,891 | $3,221+51.9% | $4,311+13.4% | $3,061+59.8% |
| Admin fee / account holder | $16 | $108-85.6% | $7,645-99.8% | $95-83.4% |