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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $309,779 |
MOSS LEVY AND HARTZHEIM LLP2 years Service code 10 · EIN 75-3194011 | Accounting | $9,350 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $19 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,727 | $221,442-78.4% | $92,240-48.3% | $77,958-38.8% |
| Participation rate | 63.4% | 79.6%-16.2pp | 76.5%-13.1pp | 71.6%-8.3pp |
| Annual return | 13.48% | 15.65%-2.2pp | 176.29%-162.8pp | 20.87%-7.4pp |
| Employer contribution / active EE | $6,337 | $3,226+96.4% | $3,680+72.2% | $2,310+174.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $184 | $210-12.1% | $5,194-96.5% | $97+89.2% |