Filed June 9, 2022
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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $105,218 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $326 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,768 | $82,188+205.1% | $125,401+100.0% | $64,829+286.8% |
| Participation rate | 94.5% | 77.9%+16.6pp | 82.4%+12.1pp | 71.5%+23.0pp |
| Annual return | -16.33% | 3.50%-19.8pp | 572.53%-588.9pp | 32.85%-49.2pp |
| Employer contribution / active EE | $14,216 | $3,617+293.0% | $4,816+195.2% | $2,507+467.0% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $129 | $163-21.2% | $10,008-98.7% | $188-31.5% |