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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $71,167 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $4,525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $568,986 | $80,753+604.6% | $136,294+317.5% | $62,292+813.4% |
| Participation rate | 74.4% | 73.5%+0.9pp | 81.9%-7.5pp | 69.5%+4.9pp |
| Annual return | 21.22% | 35.83%-14.6pp | 5155.94%-5134.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $11,269 | $2,884+290.8% | $4,695+140.0% | $2,042+451.8% |
| Participant deferral / active EE | $8,757 | $5,164+69.6% | $6,247+40.2% | $3,169+176.3% |
| Admin fee / account holder | $638 | $525+21.4% | $9,243-93.1% | $479+33.0% |