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 28 · EIN 62-1518255 | Investment Management | $128,439 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,307 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,656 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $209,203 | $72,448+188.8% | $118,746+76.2% | $69,631+200.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.3%+21.7pp | 70.7%+29.3pp |
| Annual return | 17.64% | 19.06%-1.4pp | 24.54%-6.9pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $14,016 | $3,771+271.7% | $4,193+234.3% | $2,032+589.7% |
| Participant deferral / active EE | $11,707 | $4,943+136.9% | $5,332+119.5% | $3,224+263.2% |
| Admin fee / account holder | $296 | $99+199.7% | $10,720-97.2% | $110+168.2% |