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 BARNEY7+ years Service code 28 · EIN 26-4310632 | Investment Management | $349,420 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 11 · EIN 13-4008324 | Actuarial | $67,500 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 34-6565596 | Accounting | $64,900 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $3,625 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 | Shareholder Servicing | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 8.90% | 7.94%+1.0pp | 9.78%-0.9pp | 11.84%-2.9pp |
| Employer contribution / active EE | $179,242 | $42,390+322.8% | $46,889+282.3% | $17,339+933.7% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |