Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 21 · EIN 94-1737782 | Bank Trustee | $12,143 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,048 | $98,776-64.5% | $149,745-76.6% | $79,856-56.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 1.25% | 27.38%-26.1pp | 276.72%-275.5pp | 31.71%-30.5pp |
| Employer contribution / active EE | $6,250 | $3,217+94.3% | $4,646+34.5% | $2,471+152.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $95 | $6,053-98.4% | $9,312-99.0% | $5,306-98.2% |