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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $145,892 |
Service code 28 · EIN 23-0731260 | Investment Management | $37,500 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $17 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,639 | $105,190-21.4% | $98,920-16.5% | $90,274-8.5% |
| Participation rate | 83.8% | 86.4%-2.5pp | 76.0%+7.8pp | 73.4%+10.5pp |
| Annual return | 36.96% | 18.52%+18.4pp | 196.47%-159.5pp | 53.97%-17.0pp |
| Employer contribution / active EE | $1,716 | $3,831-55.2% | $2,689-36.2% | $2,523-32.0% |
| Participant deferral / active EE | $3,293 | $5,616-41.4% | $4,245-22.4% | $4,231-22.2% |
| Admin fee / account holder | $131 | $97+34.5% | $6,643-98.0% | $114+14.8% |