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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $322,431 |
MOSS LEVY AND HARTZHEIM LLP3 years Service code 10 · EIN 75-3194011 | Accounting | $9,832 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $35 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,319 | $60,396-26.6% | $83,831-47.1% | $75,289-41.1% |
| Participation rate | 65.0% | 80.7%-15.8pp | 76.1%-11.2pp | 72.4%-7.4pp |
| Annual return | -5.53% | 3.84%-9.4pp | 850.99%-856.5pp | -0.04%-5.5pp |
| Employer contribution / active EE | $4,681 | $3,343+40.0% | $3,631+28.9% | $2,405+94.6% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $196 | $141+39.1% | $5,479-96.4% | $102+92.0% |