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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $60,272 |
Filed as: WESPAC ADVISROS LLC Service code 28 · EIN 26-2824668 | Investment Management | $25,000 |
Filed as: SILICON VALLEY ACCOUNTANCY COR Service code 10 · EIN 77-0573994 | Accounting | $21,762 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $112 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,156 | $106,264-32.1% | $147,117-51.0% | $77,762-7.2% |
| Participation rate | 70.2% | 78.4%-8.2pp | 82.2%-12.0pp | 70.6%-0.4pp |
| Annual return | 23.30% | 56.94%-33.6pp | 420.54%-397.2pp | 31.27%-8.0pp |
| Employer contribution / active EE | $6 | $4,074-99.8% | $4,932-99.9% | $2,728-99.8% |
| Participant deferral / active EE | $13,548 | $8,003+69.3% | $8,065+68.0% | $4,651+191.3% |
| Admin fee / account holder | $132 | $334-60.4% | $12,993-99.0% | $433-69.4% |