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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $559,845 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $81,763 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 28 · EIN 94-1347393 | Investment Management | $37,150 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $31,917 |
DIMEO SCHNEIDER & ASSOCIATES LLC7+ years Service code 28 · EIN 36-4001764 | Investment Management | $12,186 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $247,521 | $153,507+61.2% | $106,554+132.3% | $101,555+143.7% |
| Participation rate | 98.9% | 86.3%+12.6pp | 76.1%+22.8pp | 74.5%+24.3pp |
| Annual return | 21.34% | 15.11%+6.2pp | 26.80%-5.5pp | 21.00%+0.3pp |
| Employer contribution / active EE | $3,637 | $4,668-22.1% | $2,819+29.0% | $2,972+22.4% |
| Participant deferral / active EE | $14,739 | $7,264+102.9% | $4,398+235.1% | $4,874+202.4% |
| Admin fee / account holder | $82 | $74+10.8% | $7,408-98.9% | $139-41.5% |