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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,382 |
MARCUM LLP3+ years Filed as: SKODA MINOTTI & CO Service code 10 · EIN 34-1945206 | Accounting | $10,200 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $58,659 | $75,284-22.1% | $91,004-35.5% | $69,631-15.8% |
| Participation rate | 98.8% | 80.4%+18.4pp | 75.6%+23.2pp | 70.7%+28.1pp |
| Annual return | 15.42% | 48.40%-33.0pp | 4.60%+10.8pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,759 | $2,473-28.9% | $2,456-28.4% | $2,032-13.5% |
| Participant deferral / active EE | $2,342 | $3,700-36.7% | $3,548-34.0% | $3,224-27.4% |
| Admin fee / account holder | $22 | $111-79.8% | $5,417-99.6% | $110-79.8% |