Filed April 1, 2020 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $8,997 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $132,728 | $88,730+49.6% | $82,312+61.3% | $77,958+70.3% |
| Participation rate | 94.9% | 84.5%+10.4pp | 76.9%+18.0pp | 71.6%+23.3pp |
| Annual return | 19.88% | 20.88%-1.0pp | 25.88%-6.0pp | 20.87%-1.0pp |
| Employer contribution / active EE | $3,300 | $2,758+19.6% | $2,428+35.9% | $2,310+42.8% |
| Participant deferral / active EE | $11,581 | $4,634+149.9% | $3,706+212.5% | $3,537+227.5% |
| Admin fee / account holder | $3 | $74-95.4% | $5,608-99.9% | $97-96.5% |