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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $220,959 |
Service code 10 · EIN 13-4008324 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $2,463 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $142,244 | $96,458+47.5% | $136,297+4.4% | $77,958+82.5% |
| Participation rate | 76.5% | 75.4%+1.2pp | 81.9%-5.4pp | 71.6%+4.9pp |
| Annual return | 18.03% | 23.78%-5.7pp | 5156.16%-5138.1pp | 20.87%-2.8pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $10,521 | $5,902+78.3% | $6,247+68.4% | $3,537+197.5% |
| Admin fee / account holder | $93 | $80+15.9% | $9,244-99.0% | $97-4.3% |