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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $72,049 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO.,INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $1 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $286,366 | $61,356+366.7% | $149,696+91.3% | $71,511+300.4% |
| Participation rate | 91.2% | 62.5%+28.6pp | 78.8%+12.4pp | 67.9%+23.2pp |
| Annual return | 17.66% | 35.86%-18.2pp | 134.46%-116.8pp | 28.86%-11.2pp |
| Employer contribution / active EE | $20,254 | $2,382+750.4% | $4,821+320.1% | $2,589+682.3% |
| Participant deferral / active EE | $15,093 | $2,920+417.0% | $5,682+165.6% | $4,291+251.8% |
| Admin fee / account holder | $453 | $1,263-64.1% | $13,212-96.6% | $1,588-71.5% |