Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $237,190 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,943 |
NFP RETIREMENT INC1+ years Service code 28 · EIN 33-0905143 | Investment Management | $56,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,706 | $145,513-53.5% | $184,256-63.3% | $99,313-31.8% |
| Participation rate | 96.4% | 90.3%+6.2pp | 86.8%+9.6pp | 71.7%+24.7pp |
| Annual return | 36.93% | 21.25%+15.7pp | 28.85%+8.1pp | 17.67%+19.3pp |
| Employer contribution / active EE | $1,912 | $5,354-64.3% | $6,427-70.3% | $3,264-41.4% |
| Participant deferral / active EE | $5,906 | $8,423-29.9% | $9,133-35.3% | $5,346+10.5% |
| Admin fee / account holder | $46 | $78-40.8% | $13,899-99.7% | $109-57.9% |