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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,418 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,880 | $91,439+60.6% | $135,974+8.0% | $71,511+105.4% |
| Participation rate | 88.7% | 75.7%+13.0pp | 81.9%+6.7pp | 67.9%+20.7pp |
| Annual return | 21.31% | 29.90%-8.6pp | 68.30%-47.0pp | 28.86%-7.5pp |
| Employer contribution / active EE | $1,902 | $3,705-48.7% | $4,859-60.9% | $2,589-26.5% |
| Participant deferral / active EE | $11,330 | $7,093+59.7% | $7,760+46.0% | $4,291+164.1% |
| Admin fee / account holder | $165 | $1,267-87.0% | $10,767-98.5% | $1,588-89.6% |