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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage | $1,162 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $340 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,195 | $50,666+50.4% | $76,657-0.6% | $65,185+16.9% |
| Participation rate | 82.7% | 68.8%+13.9pp | 72.1%+10.6pp | 70.2%+12.5pp |
| Annual return | 19.15% | 28.51%-9.4pp | 1166.74%-1147.6pp | 29.38%-10.2pp |
| Employer contribution / active EE | $1,844 | $1,575+17.1% | $2,303-19.9% | $2,177-15.3% |
| Participant deferral / active EE | $3,227 | $2,647+21.9% | $3,335-3.3% | $3,514-8.2% |
| Admin fee / account holder | $16 | $463-96.5% | $6,423-99.8% | $847-98.1% |