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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $202,170 |
Filed as: STATE STREET BANK & TRUST Service code 28 · EIN 04-2456637 | Investment Management | $16,061 |
Service code 28 · EIN 36-4001764 | Investment Management | $12,933 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $8,522 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,085 | $107,983-4.5% | $103,0850% | $107,983-4.5% |
| Participation rate | 93.5% | 78.2%+15.3pp | 93.5%0pp | 78.2%+15.3pp |
| Annual return | 23.43% | 12.10%+11.3pp | 9.26%+14.2pp | 12.10%+11.3pp |
| Employer contribution / active EE | $13,333 | $8,959+48.8% | $9,790+36.2% | $8,959+48.8% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $0 | $5,631-100.0% |
| Admin fee / account holder | $40 | $190-79.1% | $400% | $190-79.1% |