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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 28 · EIN 26-4310632 | Investment Management | $56,273 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $47,560 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $920 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | 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 | $179,679 | $58,093+209.3% | $80,022+124.5% | $56,289+219.2% |
| Participation rate | 96.3% | 73.6%+22.7pp | 75.8%+20.5pp | 69.9%+26.5pp |
| Annual return | -4.34% | 34.63%-39.0pp | 11.22%-15.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $8,342 | $1,933+331.6% | $2,468+238.0% | $2,111+295.2% |
| Participant deferral / active EE | $8,575 | $3,136+173.4% | $3,686+132.6% | $3,350+156.0% |
| Admin fee / account holder | $375 | $623-39.8% | $6,521-94.3% | $521-28.0% |