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 |
|---|---|---|
THE INVESTMENT COUNSEL COMPANY1+ years Service code 28 · EIN 88-0228985 | Investment Management | $48,001 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,861 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,818 | $55,182-6.1% | $73,309-29.3% | $55,191-6.1% |
| Participation rate | 75.9% | 73.9%+2.0pp | 74.9%+1.0pp | 69.2%+6.8pp |
| Annual return | 0.22% | 8.55%-8.3pp | 5.67%-5.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,703 | $1,935-12.0% | $3,237-47.4% | $1,899-10.3% |
| Participant deferral / active EE | $4,949 | $4,641+6.6% | $4,991-0.8% | $3,046+62.5% |
| Admin fee / account holder | $124 | $68+80.4% | $5,637-97.8% | $91+36.1% |