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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $120,793 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 28 · EIN 34-1542819 | Investment Management | $50,000 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $597 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,556 | $90,410+12.3% | $91,004+11.6% | $77,958+30.3% |
| Participation rate | 65.2% | 86.4%-21.2pp | 75.6%-10.4pp | 71.6%-6.4pp |
| Annual return | 16.74% | 21.34%-4.6pp | 4.60%+12.1pp | 20.87%-4.1pp |
| Employer contribution / active EE | $1,376 | $3,392-59.4% | $2,456-44.0% | $2,310-40.4% |
| Participant deferral / active EE | $2,680 | $4,816-44.4% | $3,548-24.5% | $3,537-24.2% |
| Admin fee / account holder | $196 | $79+147.8% | $5,417-96.4% | $97+100.9% |