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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 26 · EIN 34-1479833 | Advisory (Participants) | $72,490 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,032 |
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 | $233,998 | $52,967+341.8% | $172,753+35.5% | $65,186+259.0% |
| Participation rate | 96.8% | 66.2%+30.6pp | 82.6%+14.1pp | 70.2%+26.6pp |
| Annual return | 20.19% | 30.12%-9.9pp | 803.00%-782.8pp | 29.39%-9.2pp |
| Employer contribution / active EE | $10,363 | $2,190+373.1% | $5,144+101.5% | $2,177+376.1% |
| Participant deferral / active EE | $5,741 | $2,471+132.3% | $5,198+10.5% | $3,514+63.4% |
| Admin fee / account holder | $325 | $472-31.1% | $13,956-97.7% | $847-61.6% |