Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,723 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $120,946 | $73,638+64.2% | $95,956+26.0% | $73,493+64.6% |
| Participation rate | 97.2% | 76.2%+21.1pp | 77.1%+20.2pp | 70.7%+26.6pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.63%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $7,825 | $1,863+320.0% | $2,541+208.0% | $2,270+244.7% |
| Participant deferral / active EE | $9,306 | $3,617+157.3% | $4,167+123.3% | $3,740+148.8% |
| Admin fee / account holder | $96 | $482-80.1% | $6,797-98.6% | $513-81.3% |