Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $84,585 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $20 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,404 | $90,064+8.1% | $100,392-3.0% | $77,736+25.3% |
| Participation rate | 97.2% | 81.3%+15.9pp | 81.5%+15.7pp | 70.6%+26.6pp |
| Annual return | 18.08% | 20.61%-2.5pp | 49.45%-31.4pp | 31.26%-13.2pp |
| Employer contribution / active EE | $8,113 | $3,043+166.6% | $3,941+105.8% | $2,728+197.4% |
| Participant deferral / active EE | $16,190 | $8,282+95.5% | $8,090+100.1% | $4,651+248.1% |
| Admin fee / account holder | $82 | $172-52.3% | $7,904-99.0% | $433-81.1% |