See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $330,895 |
Filed as: INVESTMENT MANAGEMENT ASSOCIAT Service code 26 · EIN 84-0783118 | Advisory (Participants) | $7,015 |
BOYCE & ASSOCIATES, INC.1 year Filed as: BOYCE & ASSOCIATES WEALTH Service code 26 · EIN 82-0734231 | Advisory (Participants) | $5,669 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $5,418 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $1,602 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,702 | $121,599-19.7% | $135,903-28.1% | $103,482-5.6% |
| Participation rate | 96.6% | 76.2%+20.4pp | 81.9%+14.7pp | 73.3%+23.3pp |
| Annual return | 20.03% | 26.09%-6.1pp | 68.23%-48.2pp | 33.11%-13.1pp |
| Employer contribution / active EE | $3,060 | $4,627-33.9% | $4,856-37.0% | $3,208-4.6% |
| Participant deferral / active EE | $7,385 | $7,782-5.1% | $7,758-4.8% | $5,207+41.8% |
| Admin fee / account holder | $37 | $76-51.3% | $10,762-99.7% | $114-67.7% |