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 | $69,219 |
Service code 26 · EIN 34-1913859 | Advisory (Participants) | $9,735 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $325 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,819 | $106,164+275.7% | $147,041+171.2% | $77,692+413.3% |
| Participation rate | 95.8% | 78.4%+17.4pp | 82.2%+13.6pp | 70.6%+25.2pp |
| Annual return | 12.42% | 56.81%-44.4pp | 419.21%-406.8pp | 31.25%-18.8pp |
| Employer contribution / active EE | $12,443 | $4,066+206.0% | $4,935+152.1% | $2,726+356.4% |
| Participant deferral / active EE | $9,656 | $7,993+20.8% | $8,071+19.6% | $4,648+107.7% |
| Admin fee / account holder | $186 | $338-44.9% | $13,006-98.6% | $431-56.7% |