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 52 · EIN 04-1590850 | Indirect Investment Fees | $4,037 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $984 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $306,180 | $52,884+479.0% | $84,753+261.3% | $55,167+455.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.03% | 18.03%-12.0pp | 22.78%-16.8pp | 169.23%-163.2pp |
| Employer contribution / active EE | $12,962 | $2,233+480.4% | $3,574+262.6% | $1,963+560.5% |
| Participant deferral / active EE | $7,648 | $2,644+189.3% | $3,712+106.0% | $3,054+150.4% |
| Admin fee / account holder | $24 | $581-95.9% | $5,333-99.6% | $504-95.3% |