Filed January 23, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACTUARIAL DESIGNS AND SOLUTIONS INC Service code 37 · EIN 01-0496183 | Loan Processing | $19,699 |
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $15,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (directed); Custodial (other ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,450 | $46,761+127.6% | $106,619-0.2% | $57,658+84.6% |
| Participation rate | 29.6% | 56.9%-27.3pp | 78.0%-48.4pp | 70.2%-40.6pp |
| Annual return | 8.39% | 15.77%-7.4pp | 9.42%-1.0pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,137 | $1,274-10.7% | $3,947-71.2% | $1,974-42.4% |
| Participant deferral / active EE | $2,391 | $1,954+22.3% | $3,930-39.2% | $3,061-21.9% |
| Admin fee / account holder | $327 | $97+238.3% | $6,418-94.9% | $95+246.3% |