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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $82,734 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,214 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,790 | $86,341+32.9% | $125,195-8.3% | $65,186+76.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 20.40% | 27.44%-7.0pp | 43.79%-23.4pp | 29.39%-9.0pp |
| Employer contribution / active EE | $4,871 | $2,040+138.8% | $3,866+26.0% | $2,177+123.8% |
| Participant deferral / active EE | $7,570 | $3,538+113.9% | $4,937+53.3% | $3,514+115.4% |
| Admin fee / account holder | $418 | $609-31.4% | $9,704-95.7% | $847-50.6% |