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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $326,640 |
MOSS LEVY AND HARTZHEIM LLP4+ years Service code 10 · EIN 75-3194011 | Accounting | $8,781 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $14 |
Employer contribution per participant 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).
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 | $34,530 | $60,396-42.8% | $83,831-58.8% | $75,289-54.1% |
| Participation rate | 95.2% | 80.7%+14.4pp | 76.1%+19.0pp | 72.4%+22.7pp |
| Annual return | -5.21% | 3.84%-9.1pp | 850.99%-856.2pp | -0.04%-5.2pp |
| Employer contribution / active EE | $2 | $3,343-99.9% | $3,631-99.9% | $2,405-99.9% |
| Participant deferral / active EE | $4,463 | $2,922+52.7% | $4,082+9.3% | $3,739+19.4% |
| Admin fee / account holder | $141 | $141-0.2% | $5,479-97.4% | $102+37.8% |