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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $11,820 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,733 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $51,603 | $32,530+58.6% | $106,619-51.6% | $63,975-19.3% |
| Participation rate | 70.3% | 55.7%+14.5pp | 78.0%-7.7pp | 71.1%-0.9pp |
| Annual return | 8.15% | 8.92%-0.8pp | 9.42%-1.3pp | 48.65%-40.5pp |
| Employer contribution / active EE | $583 | $724-19.5% | $3,947-85.2% | $2,182-73.3% |
| Participant deferral / active EE | $1,887 | $1,383+36.4% | $3,930-52.0% | $3,356-43.8% |
| Admin fee / account holder | $12 | $61-80.1% | $6,418-99.8% | $70-82.7% |