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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,024,454 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $79,228 |
FIDUCIENT ADVISORS LLC4 years Service code 28 · EIN 36-4001764 | Investment Management | $47,523 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $47,411 |
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 | $208,748 | $126,505+65.0% | $115,599+80.6% | $126,505+65.0% |
| Participation rate | 99.9% | 81.0%+18.9pp | 74.3%+25.6pp | 81.0%+18.9pp |
| Annual return | 12.71% | 14.86%-2.2pp | 111.10%-98.4pp | 14.86%-2.2pp |
| Employer contribution / active EE | $5,862 | $4,041+45.1% | $2,955+98.3% | $4,041+45.1% |
| Participant deferral / active EE | $16,528 | $6,313+161.8% | $4,889+238.0% | $6,313+161.8% |
| Admin fee / account holder | $83 | $145-42.6% | $12,841-99.4% | $145-42.6% |