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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $47,647 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $21,838 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $6,398 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $187,704 | $70,667+165.6% | $123,105+52.5% | $52,331+258.7% |
| Participation rate | 93.3% | 83.7%+9.6pp | 86.8%+6.6pp | 68.1%+25.2pp |
| Annual return | -0.76% | 6.23%-7.0pp | 13.22%-14.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $22,987 | $2,946+680.3% | $5,151+346.3% | $1,882+1121.6% |
| Participant deferral / active EE | $14,008 | $4,493+211.8% | $6,229+124.9% | $3,022+363.5% |
| Admin fee / account holder | $255 | $506-49.7% | $9,014-97.2% | $592-57.0% |