Filed April 4, 2016
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 26 · EIN 34-1479833 | Advisory (Participants) | $66,437 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,029 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $11 |
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 | $244,952 | $55,453+341.7% | $170,435+43.7% | $62,293+293.2% |
| Participation rate | 98.2% | 66.4%+31.8pp | 83.6%+14.6pp | 69.5%+28.7pp |
| Annual return | 16.14% | 21.38%-5.2pp | 205.94%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $9,842 | $2,164+354.9% | $5,432+81.2% | $2,042+381.9% |
| Participant deferral / active EE | $4,838 | $2,303+110.1% | $4,939-2.1% | $3,169+52.7% |
| Admin fee / account holder | $322 | $455-29.3% | $13,881-97.7% | $479-32.9% |