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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $34,653 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $204 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,669 | $102,661+237.7% | $151,639+128.6% | $66,938+417.9% |
| Participation rate | 96.7% | 85.5%+11.2pp | 87.5%+9.2pp | 69.8%+26.9pp |
| Annual return | -14.07% | -10.81%-3.3pp | 3.34%-17.4pp | 1.58%-15.6pp |
| Employer contribution / active EE | $21,879 | $4,184+422.9% | $6,165+254.9% | $2,545+759.6% |
| Participant deferral / active EE | $15,449 | $6,645+132.5% | $8,363+84.7% | $4,238+264.5% |
| Admin fee / account holder | $99 | $630-84.3% | $11,613-99.1% | $594-83.3% |