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,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $89,552 |
Filed as: VALLEY FORGE INVESTMENT CONSUL Service code 28 · EIN 23-2748550 | Investment Management | $52,500 |
Filed as: CHARLES SCHWAB & CO AND AFFLIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,295 | $82,188-20.6% | $125,391-47.9% | $64,824+0.7% |
| Participation rate | 97.6% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -15.24% | 3.50%-18.7pp | 572.41%-587.7pp | 32.84%-48.1pp |
| Employer contribution / active EE | $4,684 | $3,617+29.5% | $4,816-2.7% | $2,507+86.8% |
| Participant deferral / active EE | $9,594 | $7,177+33.7% | $7,448+28.8% | $4,311+122.5% |
| Admin fee / account holder | $118 | $163-27.8% | $10,009-98.8% | $188-37.2% |