Filed February 5, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $174,446 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,620 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,911 | $88,324-20.8% | $115,038-39.2% | $55,191+26.7% |
| Participation rate | 97.0% | 72.5%+24.4pp | 81.4%+15.6pp | 69.2%+27.8pp |
| Annual return | 1.52% | 6.30%-4.8pp | 26.14%-24.6pp | 10.78%-9.3pp |
| Employer contribution / active EE | $2,604 | $2,805-7.1% | $4,608-43.5% | $1,899+37.2% |
| Participant deferral / active EE | $11,594 | $5,042+129.9% | $6,026+92.4% | $3,046+280.6% |
| Admin fee / account holder | $193 | $105+82.7% | $8,175-97.6% | $91+112.1% |