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 |
|---|---|---|
Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $23,069 |
Service code 12 · EIN 84-1477138 | Claims processing; Participant commun... | $5,880 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Trustee (directed); Float revenue; Cu... | $3,117 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,824 | $55,453-19.2% | $170,435-73.7% | $62,293-28.0% |
| Participation rate | 82.6% | 66.4%+16.2pp | 83.6%-1.0pp | 69.5%+13.1pp |
| Annual return | 10.29% | 21.38%-11.1pp | 205.94%-195.7pp | 28.90%-18.6pp |
| Employer contribution / active EE | $3,686 | $2,164+70.4% | $5,432-32.1% | $2,042+80.5% |
| Participant deferral / active EE | $2,006 | $2,303-12.9% | $4,939-59.4% | $3,169-36.7% |
| Admin fee / account holder | $284 | $455-37.6% | $13,881-98.0% | $479-40.8% |