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; Shareho... | $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 | $129,095+258.9% | $184,200+151.5% | $77,671+496.5% |
| Participation rate | 92.8% | 87.3%+5.5pp | 86.8%+6.0pp | 70.6%+22.2pp |
| Annual return | 15.06% | 33.29%-18.2pp | 28.80%-13.7pp | 31.21%-16.2pp |
| Employer contribution / active EE | $28,235 | $4,410+540.3% | $6,424+339.5% | $2,726+935.6% |
| Participant deferral / active EE | $17,656 | $7,300+141.9% | $9,132+93.3% | $4,648+279.9% |
| Admin fee / account holder | $45 | $256-82.3% | $13,907-99.7% | $430-89.5% |