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 | $26,424 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $13,774 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $208,141 | $81,537+155.3% | $149,721+39.0% | $69,634+198.9% |
| Participation rate | 86.0% | 86.1%-0.1pp | 87.1%-1.1pp | 70.7%+15.3pp |
| Annual return | 19.28% | 22.79%-3.5pp | 1501.67%-1482.4pp | 27572.26%-27553.0pp |
| Employer contribution / active EE | $13,077 | $3,239+303.7% | $5,444+140.2% | $2,032+543.5% |
| Participant deferral / active EE | $12,898 | $4,994+158.3% | $6,568+96.4% | $3,224+300.1% |
| Admin fee / account holder | $30 | $107-72.3% | $11,282-99.7% | $110-73.2% |