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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 | $72,850 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,860 | $106,247-35.2% | $147,096-53.2% | $77,714-11.4% |
| Participation rate | 78.3% | 78.4%-0.1pp | 82.2%-3.9pp | 70.6%+7.7pp |
| Annual return | 27.14% | 56.87%-29.7pp | 419.75%-392.6pp | 31.26%-4.1pp |
| Employer contribution / active EE | $5,131 | $4,069+26.1% | $4,936+4.0% | $2,727+88.2% |
| Participant deferral / active EE | $13,014 | $7,996+62.8% | $8,071+61.2% | $4,649+179.9% |
| Admin fee / account holder | $99 | $338-70.7% | $13,005-99.2% | $433-77.1% |