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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,669 |
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 | $134,060 | $65,092+106.0% | $143,799-6.8% | $66,938+100.3% |
| Participation rate | 93.2% | 65.2%+28.0pp | 80.3%+12.9pp | 69.8%+23.4pp |
| Annual return | -15.75% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $16,687 | $2,362+606.6% | $4,952+237.0% | $2,545+555.6% |
| Participant deferral / active EE | $14,735 | $2,920+404.6% | $5,638+161.3% | $4,238+247.7% |
| Admin fee / account holder | $27 | $502-94.6% | $14,677-99.8% | $594-95.4% |