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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $277,921 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $604 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,446 | $104,544-25.0% | $96,564-18.8% | $80,187-2.2% |
| Participation rate | 93.0% | 86.4%+6.6pp | 76.0%+17.0pp | 72.9%+20.0pp |
| Annual return | 19.08% | 21.79%-2.7pp | 25.89%-6.8pp | 40.40%-21.3pp |
| Employer contribution / active EE | $3,641 | $3,527+3.2% | $2,967+22.7% | $2,980+22.2% |
| Participant deferral / active EE | $6,897 | $6,170+11.8% | $4,852+42.2% | $5,016+37.5% |
| Admin fee / account holder | $63 | $107-40.8% | $8,256-99.2% | $145-56.4% |