Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 99 | Other Fees | $1,439 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,402 | $73,638-68.2% | $95,960-75.6% | $73,493-68.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 17.96% | 16.78%+1.2pp | 91.63%-73.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $3,207 | $1,863+72.1% | $2,541+26.2% | $2,270+41.3% |
| Participant deferral / active EE | $8,521 | $3,617+135.6% | $4,167+104.5% | $3,740+127.8% |
| Admin fee / account holder | $67 | $482-86.2% | $6,797-99.0% | $513-87.0% |