Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $440,310 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $82,455 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Service code 28 · EIN 36-4001764 | Investment Management | $54,748 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $32,827 |
CHARLES SCHWAB & CO., INC.6+ 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 | $203,387 | $146,341+39.0% | $98,920+105.6% | $93,223+118.2% |
| Participation rate | 99.7% | 89.3%+10.4pp | 76.0%+23.6pp | 74.9%+24.8pp |
| Annual return | 17.31% | 16.85%+0.5pp | 196.47%-179.2pp | 19.29%-2.0pp |
| Employer contribution / active EE | $3,362 | $4,823-30.3% | $2,689+25.0% | $2,680+25.4% |
| Participant deferral / active EE | $14,058 | $7,126+97.3% | $4,245+231.2% | $4,563+208.1% |
| Admin fee / account holder | $67 | $63+7.4% | $6,643-99.0% | $79-14.9% |