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 16-1450952 | Recordkeeping | $48,054 |
ENTERPRISE BANK & TRUST5 years Service code 27 · EIN 43-1706259 | Advisory (Plan) | $24,152 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,956 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $40,590 | $50,820-20.1% | $155,567-73.9% | $77,671-47.7% |
| Participation rate | 79.3% | 63.1%+16.1pp | 78.2%+1.1pp | 70.6%+8.7pp |
| Annual return | 15.63% | 34.85%-19.2pp | 64.74%-49.1pp | 31.21%-15.6pp |
| Employer contribution / active EE | $768 | $1,993-61.5% | $4,674-83.6% | $2,726-71.8% |
| Participant deferral / active EE | $4,086 | $2,823+44.7% | $5,628-27.4% | $4,648-12.1% |
| Admin fee / account holder | $252 | $436-42.1% | $15,916-98.4% | $430-41.3% |