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 | $17,378 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,229 |
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $4,179 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $60,793 | $66,486-8.6% | $81,370-25.3% | $77,762-21.8% |
| Participation rate | 73.9% | 68.7%+5.2pp | 69.5%+4.4pp | 70.6%+3.3pp |
| Annual return | 13.53% | 15.95%-2.4pp | 24.85%-11.3pp | 31.27%-17.7pp |
| Employer contribution / active EE | $2,342 | $2,158+8.5% | $2,464-5.0% | $2,728-14.2% |
| Participant deferral / active EE | $4,244 | $3,677+15.4% | $3,885+9.2% | $4,651-8.7% |
| Admin fee / account holder | $57 | $586-90.3% | $5,749-99.0% | $433-86.9% |