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 26 · EIN 27-0636826 | Advisory (Participants) | $9,715 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 33 · EIN 34-1479833 | Securities brokerage; Float revenue; ... | $2,315 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO., INC Service code 15 · EIN 94-1737782 | Recordkeeping | $1,326 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $761,706 | $174,875+335.6% | $125,381+507.5% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 82.4%+17.6pp | - |
| Annual return | -17.25% | -12.92%-4.3pp | 572.31%-589.6pp | - |
| Employer contribution / active EE | $18,644 | $3,570+422.3% | $4,815+287.2% | - |
| Participant deferral / active EE | $15,873 | $6,354+149.8% | $7,448+113.1% | - |
| Admin fee / account holder | $88 | $56,366-99.8% | $10,007-99.1% | - |