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 |
|---|---|---|
MARINER LLC1 year Service code 26 · EIN 20-4553256 | Advisory (Participants) | $7,762 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $50 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,432 | $100,801+13.5% | $149,745-23.6% | $73,412+55.9% |
| Participation rate | 51.3% | 77.7%-26.4pp | 82.5%-31.2pp | 72.2%-20.9pp |
| Annual return | 15.84% | 265.34%-249.5pp | 276.72%-260.9pp | 59.30%-43.5pp |
| Employer contribution / active EE | $37 | $3,312-98.9% | $4,646-99.2% | $2,234-98.3% |
| Participant deferral / active EE | $4,261 | $6,404-33.5% | $6,843-37.7% | $3,806+12.0% |
| Admin fee / account holder | $24 | $181-86.7% | $9,312-99.7% | $158-84.8% |