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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $66,055 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,039 | $58,093+101.5% | $80,022+46.3% | $56,289+107.9% |
| Participation rate | 94.9% | 73.6%+21.3pp | 75.8%+19.1pp | 69.9%+25.1pp |
| Annual return | -6.83% | 34.63%-41.5pp | 11.22%-18.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $6,466 | $1,933+234.6% | $2,468+162.0% | $2,111+206.3% |
| Participant deferral / active EE | $9,137 | $3,136+191.4% | $3,686+147.9% | $3,350+172.8% |
| Admin fee / account holder | $351 | $623-43.6% | $6,521-94.6% | $521-32.6% |