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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $38,457 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $20,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4,698 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ 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 | $224,223 | $74,089+202.6% | $133,975+67.4% | $55,167+306.4% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.1%+10.9pp | 69.0%+29.0pp |
| Annual return | 13.90% | 12.11%+1.8pp | 29.29%-15.4pp | 169.23%-155.3pp |
| Employer contribution / active EE | $23,456 | $3,064+665.6% | $5,211+350.1% | $1,963+1095.2% |
| Participant deferral / active EE | $15,029 | $4,678+221.3% | $6,282+139.2% | $3,054+392.1% |
| Admin fee / account holder | $220 | $458-52.1% | $9,324-97.6% | $504-56.4% |