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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $49,182 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | 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 | $34,665 | $44,989-22.9% | $170,435-79.7% | $77,958-55.5% |
| Participation rate | 71.1% | 64.6%+6.5pp | 83.6%-12.5pp | 71.6%-0.6pp |
| Annual return | 17.24% | 19.61%-2.4pp | 205.94%-188.7pp | 20.87%-3.6pp |
| Employer contribution / active EE | $805 | $1,466-45.1% | $5,432-85.2% | $2,310-65.1% |
| Participant deferral / active EE | $2,088 | $2,208-5.4% | $4,939-57.7% | $3,537-41.0% |
| Admin fee / account holder | $23 | $69-66.3% | $13,881-99.8% | $97-76.2% |