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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $404,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,651 | $241,850-73.3% | $102,437-36.9% | $200,096-67.7% |
| Participation rate | 69.1% | 78.3%-9.3pp | 74.5%-5.5pp | 72.0%-3.0pp |
| Annual return | 10.59% | 17.67%-7.1pp | 24.95%-14.4pp | 34.26%-23.7pp |
| Employer contribution / active EE | $9,257 | $4,253+117.7% | $3,871+139.1% | $3,038+204.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $189 | $288-34.3% | $8,388-97.7% | $269-29.8% |