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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $135,186 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $38,425 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,906 | $127,481-64.8% | $149,745-70.0% | $90,274-50.3% |
| Participation rate | 81.8% | 78.2%+3.6pp | 82.5%-0.7pp | 73.4%+8.4pp |
| Annual return | 16.34% | 57.78%-41.4pp | 276.72%-260.4pp | 53.97%-37.6pp |
| Employer contribution / active EE | $1,463 | $3,448-57.6% | $4,646-68.5% | $2,523-42.0% |
| Participant deferral / active EE | $6,767 | $6,975-3.0% | $6,843-1.1% | $4,231+60.0% |
| Admin fee / account holder | $127 | $152-16.3% | $9,312-98.6% | $114+11.3% |