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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $69,259 |
ELLWOOD ASSOCIATES1 year Filed as: J.H. ELLWOOD & ASSOCIATES, INC Service code 28 · EIN 36-3121777 | Investment Management | $4,245 |
Filed as: CHARLES SCHWAB & CO INC AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,924 | $104,336+60.0% | $159,474+4.7% | $86,821+92.3% |
| Participation rate | 89.3% | 77.7%+11.6pp | 82.8%+6.5pp | 72.3%+17.0pp |
| Annual return | 16.49% | 26.32%-9.8pp | 263.68%-247.2pp | 97.94%-81.4pp |
| Employer contribution / active EE | $1,676 | $3,451-51.4% | $4,831-65.3% | $2,406-30.3% |
| Participant deferral / active EE | $10,452 | $6,837+52.9% | $7,353+42.1% | $4,132+153.0% |
| Admin fee / account holder | $189 | $172+9.7% | $10,802-98.3% | $170+11.4% |