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 15 · EIN 36-4389114 | Recordkeeping | $34,715 |
OAKSTREET WEALTH MANAGEMENT4 years Service code 26 · EIN 82-1589061 | Advisory (Participants) | $10,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $7,566 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 18 · EIN 94-1737782 | Custodial (other than securities) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,515 | $83,023-35.5% | $102,437-47.8% | $77,762-31.2% |
| Participation rate | 31.6% | 71.5%-39.9pp | 74.5%-42.9pp | 70.6%-39.0pp |
| Annual return | 13.13% | 19.12%-6.0pp | 24.95%-11.8pp | 31.27%-18.1pp |
| Employer contribution / active EE | $530 | $3,552-85.1% | $3,871-86.3% | $2,728-80.6% |
| Participant deferral / active EE | $2,081 | $4,110-49.4% | $5,060-58.9% | $4,651-55.3% |
| Admin fee / account holder | $248 | $639-61.1% | $8,388-97.0% | $433-42.6% |