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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $111,856 |
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 | $129,963 | $71,142+82.7% | $119,634+8.6% | $64,824+100.5% |
| Participation rate | 95.3% | 78.6%+16.7pp | 79.3%+16.0pp | 71.5%+23.8pp |
| Annual return | -15.91% | -10.01%-5.9pp | -14.98%-0.9pp | 32.84%-48.8pp |
| Employer contribution / active EE | $2,871 | $2,497+15.0% | $4,232-32.2% | $2,507+14.5% |
| Participant deferral / active EE | $6,699 | $4,490+49.2% | $5,601+19.6% | $4,311+55.4% |
| Admin fee / account holder | $147 | $162-9.5% | $10,329-98.6% | $188-21.9% |