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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,546 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,600 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI 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 | $369,473 | $86,897+325.2% | $151,639+143.7% | $64,819+470.0% |
| Participation rate | 91.0% | 87.3%+3.7pp | 87.5%+3.5pp | 71.5%+19.5pp |
| Annual return | -9.77% | -3.57%-6.2pp | 3.34%-13.1pp | 32.84%-42.6pp |
| Employer contribution / active EE | $26,623 | $4,010+563.9% | $6,165+331.8% | $2,507+962.0% |
| Participant deferral / active EE | $15,558 | $6,690+132.6% | $8,363+86.0% | $4,311+260.9% |
| Admin fee / account holder | $20 | $153-87.0% | $11,613-99.8% | $188-89.4% |