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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $95,838 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,822 | $86,225+102.8% | $146,647+19.2% | $86,821+101.4% |
| Participation rate | 95.2% | 78.0%+17.2pp | 80.1%+15.1pp | 72.3%+22.9pp |
| Annual return | 13.10% | 31.23%-18.1pp | 22.75%-9.6pp | 97.94%-84.8pp |
| Employer contribution / active EE | $2,745 | $2,392+14.8% | $4,137-33.6% | $2,406+14.1% |
| Participant deferral / active EE | $6,803 | $4,245+60.3% | $5,506+23.5% | $4,132+64.7% |
| Admin fee / account holder | $130 | $195-33.6% | $10,281-98.7% | $170-23.5% |