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 15 · EIN 34-1479833 | Recordkeeping | $73,028 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $26,000 |
FLEXIBLE PLAN INVESTMENTS LTD3+ years Service code 26 · EIN 38-2340348 | Advisory (Participants) | $13,581 |
SCHNEIDER DOWNS & CO., INC.3+ years Filed as: SCHNEIDER DOWNS & CO INC Service code 10 · EIN 25-1408703 | Accounting | $13,060 |
CLS INVESTMENTS1 year Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $6,730 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,362 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,586 | $68,544+35.1% | $115,752-20.0% | $69,631+33.0% |
| Participation rate | 96.2% | 74.0%+22.2pp | 77.8%+18.4pp | 70.7%+25.5pp |
| Annual return | 19.63% | 20.97%-1.3pp | 19.41%+0.2pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $2,447 | $2,400+1.9% | $3,492-29.9% | $2,032+20.4% |
| Participant deferral / active EE | $4,681 | $3,887+20.4% | $5,204-10.1% | $3,224+45.2% |
| Admin fee / account holder | $135 | $90+49.8% | $6,278-97.8% | $110+22.5% |