Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,810 | $64,612-60.1% | $86,439-70.1% | $64,814-60.2% |
| Participation rate | 90.2% | 81.5%+8.7pp | 80.3%+9.8pp | 71.5%+18.7pp |
| Annual return | -3.15% | 0.66%-3.8pp | 4395.55%-4398.7pp | 32.84%-36.0pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $11,541 | $7,497+53.9% | $6,952+66.0% | $4,310+167.7% |
| Admin fee / account holder | $23 | $169-86.4% | $6,732-99.7% | $188-87.8% |