Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $15,051 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $10,122 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,364 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,449 | $102,087-22.2% | $354,545-77.6% | $102,087-22.2% |
| Participation rate | 92.9% | 70.0%+22.9pp | 64.3%+28.6pp | 70.0%+22.9pp |
| Annual return | -7.05% | -1.07%-6.0pp | -36.55%+29.5pp | -1.07%-6.0pp |
| Employer contribution / active EE | $13,889 | $9,331+48.8% | $43,644-68.2% | $9,331+48.8% |
| Participant deferral / active EE | $0 | $2,666-100.0% | - | $2,666-100.0% |
| Admin fee / account holder | $4 | $172-97.8% | $1,194-99.7% | $172-97.8% |