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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $294,921 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,163 | $55,516-31.3% | $75,784-49.6% | $59,188-35.5% |
| Participation rate | 70.4% | 73.6%-3.2pp | 75.8%-5.4pp | 69.4%+1.0pp |
| Annual return | -1.42% | -1.89%+0.5pp | 9.68%-11.1pp | 5.51%-6.9pp |
| Employer contribution / active EE | $8,024 | $2,604+208.2% | $3,323+141.5% | $2,098+282.5% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $161 | $110+46.5% | $5,300-97.0% | $92+74.8% |