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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $111,095 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Service code 28 · EIN 36-4001764 | Investment Management | $91,501 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $59,172 |
PALMIERI & EISENBERG1+ years Service code 29 · EIN 22-3243326 | Legal | $5,460 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $7 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $152,442 | $120,005+27.0% | $68,509+122.5% | $67,505+125.8% |
| Participation rate | 98.1% | 87.9%+10.2pp | 74.7%+23.4pp | 71.2%+26.9pp |
| Annual return | 11.00% | 2.25%+8.7pp | 8.27%+2.7pp | 6.52%+4.5pp |
| Employer contribution / active EE | $2,298 | $4,267-46.1% | $2,278+0.9% | $2,173+5.8% |
| Participant deferral / active EE | $11,009 | $6,452+70.6% | $3,382+225.5% | $3,597+206.1% |
| Admin fee / account holder | $28 | $71-61.3% | $5,275-99.5% | $56-50.9% |