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 | $401,945 |
Filed as: STATE STREET BANK & TRUST CO Service code 28 · EIN 04-2456637 | Investment Management | $62,525 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Service code 28 · EIN 36-4001764 | Investment Management | $60,329 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $31,743 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $21,022 |
CHARLES SCHWAB & CO., INC.5+ 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 | $191,943 | $156,529+22.6% | $93,621+105.0% | $82,204+133.5% |
| Participation rate | 98.3% | 86.5%+11.8pp | 75.8%+22.5pp | 73.4%+24.9pp |
| Annual return | 24.30% | 20.36%+3.9pp | 32.76%-8.5pp | 26.31%-2.0pp |
| Employer contribution / active EE | $3,142 | $4,800-34.5% | $2,719+15.6% | $2,707+16.1% |
| Participant deferral / active EE | $13,250 | $6,674+98.5% | $4,070+225.6% | $4,246+212.1% |
| Admin fee / account holder | $70 | $65+8.7% | $7,890-99.1% | $76-7.0% |