Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $57,380 |
WELCH & FORBES LLC3+ years Service code 26 · EIN 04-3573806 | Advisory (Participants) | $32,182 |
BIRCH HILL INVESTMENT ADVISORS3+ years Service code 26 · EIN 20-8723327 | Advisory (Participants) | $9,393 |
Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $5,056 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,381 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $9 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $320,986 | $80,753+297.5% | $136,298+135.5% | $62,293+415.3% |
| Participation rate | 97.6% | 73.5%+24.0pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | 17.49% | 35.83%-18.3pp | 5156.27%-5138.8pp | 28.90%-11.4pp |
| Employer contribution / active EE | $723 | $2,884-74.9% | $4,696-84.6% | $2,042-64.6% |
| Participant deferral / active EE | $11,752 | $5,164+127.6% | $6,247+88.1% | $3,169+270.8% |
| Admin fee / account holder | $351 | $525-33.2% | $9,244-96.2% | $479-26.8% |