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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $43,510 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $5,249 |
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 | $527,525 | $73,102+621.6% | $123,544+327.0% | $56,287+837.2% |
| Participation rate | 81.3% | 74.3%+7.0pp | 82.3%-1.0pp | 69.9%+11.4pp |
| Annual return | 1.10% | 3.01%-1.9pp | 119.20%-118.1pp | -9.96%+11.1pp |
| Employer contribution / active EE | $12,432 | $2,977+317.6% | $4,628+168.6% | $2,111+488.9% |
| Participant deferral / active EE | $10,076 | $5,423+85.8% | $6,426+56.8% | $3,350+200.8% |
| Admin fee / account holder | $471 | $554-14.9% | $9,284-94.9% | $521-9.5% |