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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,653 |
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 | $52,017 | $95,438-45.5% | $135,982-61.7% | $74,473-30.2% |
| Participation rate | 77.3% | 78.2%-0.9pp | 81.9%-4.6pp | 70.7%+6.6pp |
| Annual return | 44.22% | 32.61%+11.6pp | 68.32%-24.1pp | 34.36%+9.9pp |
| Employer contribution / active EE | $3,727 | $3,878-3.9% | $4,859-23.3% | $2,638+41.3% |
| Participant deferral / active EE | $10,367 | $7,790+33.1% | $7,760+33.6% | $4,530+128.9% |
| Admin fee / account holder | $50 | $259-80.8% | $10,767-99.5% | $347-85.7% |