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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $80,110 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $2,442 |
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 | $658,429 | $89,652+634.4% | $141,162+366.4% | $65,185+910.1% |
| Participation rate | 84.9% | 74.7%+10.2pp | 82.5%+2.4pp | 70.2%+14.7pp |
| Annual return | 22.41% | 32.79%-10.4pp | 71.39%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $13,539 | $3,065+341.8% | $4,735+185.9% | $2,177+522.0% |
| Participant deferral / active EE | $11,280 | $5,691+98.2% | $6,709+68.1% | $3,514+221.0% |
| Admin fee / account holder | $593 | $569+4.3% | $10,261-94.2% | $847-30.0% |