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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $592,207 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $80,826 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $37,267 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $20,898 |
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 | $193,419 | $125,029+54.7% | $90,767+113.1% | $78,104+147.6% |
| Participation rate | 98.1% | 93.0%+5.1pp | 75.7%+22.4pp | 74.5%+23.6pp |
| Annual return | -10.98% | -14.80%+3.8pp | -12.16%+1.2pp | 10.90%-21.9pp |
| Employer contribution / active EE | $3,500 | $4,916-28.8% | $2,922+19.8% | $3,128+11.9% |
| Participant deferral / active EE | $13,695 | $7,684+78.2% | $4,565+200.0% | $5,089+169.1% |
| Admin fee / account holder | $78 | $56+39.2% | $8,445-99.1% | $79-1.6% |