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.7 years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 94-1737782 211 MAIN STREET, 14TH FLOOR · SAN FRANCISCO, CA 941051965 | Contract Administrator | $36,771 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,487 | $53,204+2.4% | $155,556-65.0% | $200,096-72.8% |
| Participation rate | 50.9% | 64.1%-13.3pp | 78.2%-27.4pp | 72.0%-21.2pp |
| Annual return | 12.51% | 41.02%-28.5pp | 64.84%-52.3pp | 34.26%-21.8pp |
| Employer contribution / active EE | $1,084 | $1,850-41.4% | $4,675-76.8% | $3,038-64.3% |
| Participant deferral / active EE | $2,818 | $3,163-10.9% | $5,631-50.0% | $5,090-44.6% |
| Admin fee / account holder | $40 | $186-78.3% | $15,885-99.7% | $269-85.1% |