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,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,958 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $574 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | 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 | $244,097 | $89,067+174.1% | $102,423+138.3% | $77,714+214.1% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 16.53% | 25.01%-8.5pp | 29.42%-12.9pp | 31.26%-14.7pp |
| Employer contribution / active EE | $4,939 | $2,699+83.0% | $3,023+63.4% | $2,727+81.1% |
| Participant deferral / active EE | $26,469 | $5,147+414.3% | $5,054+423.7% | $4,649+469.3% |
| Admin fee / account holder | $65 | $236-72.4% | $9,455-99.3% | $433-85.0% |