Filed September 8, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $251,332 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,865 | $104,631+26.0% | $98,462+33.9% | $80,187+64.4% |
| Participation rate | 90.4% | 87.5%+2.9pp | 75.2%+15.2pp | 72.9%+17.5pp |
| Annual return | 15.18% | 34.72%-19.5pp | 21.20%-6.0pp | 40.40%-25.2pp |
| Employer contribution / active EE | $6,931 | $4,517+53.4% | $3,049+127.3% | $2,980+132.6% |
| Participant deferral / active EE | $6,351 | $6,545-3.0% | $4,738+34.0% | $5,016+26.6% |
| Admin fee / account holder | $79 | $105-24.2% | $8,875-99.1% | $145-45.2% |