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 | $63,471 |
Service code 28 · EIN 47-1411118 | Investment Management | $9,600 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $90 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $516,674 | $99,957+416.9% | $149,730+245.1% | $73,493+603.0% |
| Participation rate | 83.7% | 75.7%+8.0pp | 82.5%+1.2pp | 70.7%+13.0pp |
| Annual return | 15.36% | 53.87%-38.5pp | 276.70%-261.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $12,142 | $3,191+280.5% | $4,645+161.4% | $2,270+434.9% |
| Participant deferral / active EE | $7,919 | $6,073+30.4% | $6,843+15.7% | $3,740+111.7% |
| Admin fee / account holder | $457 | $551-17.0% | $9,310-95.1% | $513-10.9% |