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 | $22,744 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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 | $107,449 | $75,388+42.5% | $123,553-13.0% | $55,725+92.8% |
| Participation rate | 97.0% | 75.7%+21.3pp | 82.3%+14.7pp | 70.9%+26.1pp |
| Annual return | -4.86% | 4.48%-9.3pp | 119.21%-124.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,700 | $3,063-44.5% | $4,628-63.3% | $2,078-18.2% |
| Participant deferral / active EE | $9,068 | $5,651+60.5% | $6,426+41.1% | $3,356+170.2% |
| Admin fee / account holder | $53 | $120-55.8% | $9,284-99.4% | $115-54.1% |