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 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $30,594 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Investment management fees paid direc... | $100 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 33 · EIN 82-3967259 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,410 | $58,888-55.2% | $178,499-85.2% | $73,493-64.1% |
| Participation rate | 53.1% | 66.2%-13.1pp | 81.9%-28.8pp | 70.7%-17.5pp |
| Annual return | -0.61% | 24.86%-25.5pp | 151.10%-151.7pp | 28.51%-29.1pp |
| Employer contribution / active EE | $759 | $2,236-66.1% | $5,011-84.9% | $2,270-66.6% |
| Participant deferral / active EE | $889 | $2,568-65.4% | $5,202-82.9% | $3,740-76.2% |
| Admin fee / account holder | $382 | $400-4.5% | $13,986-97.3% | $513-25.5% |