Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $774,372 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $80,142 |
FIDUCIENT ADVISORS LLC3 years Service code 28 · EIN 36-4001764 | Investment Management | $48,656 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $34,604 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $225,626 | $153,784+46.7% | $105,624+113.6% | $99,313+127.2% |
| Participation rate | 99.2% | 92.3%+6.9pp | 75.3%+24.0pp | 71.7%+27.5pp |
| Annual return | 10.52% | 14.98%-4.5pp | 116.20%-105.7pp | 17.67%-7.1pp |
| Employer contribution / active EE | $4,392 | $5,293-17.0% | $3,168+38.6% | $3,264+34.5% |
| Participant deferral / active EE | $15,427 | $8,286+86.2% | $5,013+207.8% | $5,346+188.6% |
| Admin fee / account holder | $80 | $77+3.7% | $10,961-99.3% | $109-26.5% |