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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,237 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,859 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $463,312 | $129,227+258.5% | $184,256+151.5% | $77,762+495.8% |
| Participation rate | 92.8% | 87.4%+5.4pp | 86.8%+6.0pp | 70.6%+22.2pp |
| Annual return | 15.06% | 33.24%-18.2pp | 28.85%-13.8pp | 31.27%-16.2pp |
| Employer contribution / active EE | $28,235 | $4,412+539.9% | $6,427+339.3% | $2,728+935.0% |
| Participant deferral / active EE | $17,656 | $7,307+141.6% | $9,133+93.3% | $4,651+279.6% |
| Admin fee / account holder | $45 | $256-82.3% | $13,899-99.7% | $433-89.6% |