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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $128,244 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 28 · EIN 33-0818667 | Investment Management | $12,267 |
FLEXIBLE PLAN INVESTMENTS LTD4+ years Service code 26 · EIN 38-2340348 | Advisory (Participants) | $8,278 |
CLS INVESTMENTS2 years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $7,770 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,732 |
CHARLES SCHWAB & CO., INC.4+ 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 | $78,481 | $64,286+22.1% | $106,387-26.2% | $55,725+40.8% |
| Participation rate | 97.1% | 75.2%+21.9pp | 77.5%+19.6pp | 70.9%+26.2pp |
| Annual return | -5.84% | 0.84%-6.7pp | 0.25%-6.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $2,436 | $2,367+2.9% | $3,520-30.8% | $2,078+17.2% |
| Participant deferral / active EE | $4,927 | $4,158+18.5% | $5,421-9.1% | $3,356+46.8% |
| Admin fee / account holder | $133 | $102+30.2% | $7,510-98.2% | $115+15.6% |