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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $109,191 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,176 | $91,406+59.9% | $130,062+12.4% | $74,473+96.3% |
| Participation rate | 95.9% | 77.8%+18.0pp | 78.5%+17.4pp | 70.7%+25.1pp |
| Annual return | 17.16% | 23.21%-6.1pp | -137.37%+154.5pp | 34.36%-17.2pp |
| Employer contribution / active EE | $3,168 | $2,565+23.5% | $4,322-26.7% | $2,638+20.1% |
| Participant deferral / active EE | $7,377 | $4,724+56.2% | $5,821+26.7% | $4,530+62.8% |
| Admin fee / account holder | $153 | $283-46.1% | $10,601-98.6% | $347-56.0% |