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 | $102,364+103.9% | $121,663+71.6% | $102,364+103.9% |
| Participation rate | 99.9% | 82.9%+17.0pp | 74.5%+25.4pp | 82.9%+17.0pp |
| Annual return | 12.71% | 13.75%-1.0pp | 147.54%-134.8pp | 13.75%-1.0pp |
| Employer contribution / active EE | $5,862 | $3,994+46.8% | $3,020+94.1% | $3,994+46.8% |
| Participant deferral / active EE | $16,528 | $5,690+190.5% | $4,887+238.2% | $5,690+190.5% |
| Admin fee / account holder | $83 | $214-61.0% | $14,289-99.4% | $214-61.0% |