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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $25,490 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,842 | $106,164-50.2% | $147,041-64.1% | $77,692-32.0% |
| Participation rate | 83.1% | 78.4%+4.7pp | 82.2%+1.0pp | 70.6%+12.5pp |
| Annual return | 12.95% | 56.81%-43.9pp | 419.21%-406.3pp | 31.25%-18.3pp |
| Employer contribution / active EE | $7,731 | $4,066+90.1% | $4,935+56.7% | $2,726+183.6% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $26 | $338-92.3% | $13,006-99.8% | $431-94.0% |