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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $261,689 |
Service code 28 · EIN 36-4001764 | Investment Management | $18,381 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $17,125 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $9,709 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant 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 | $121,153 | $112,742+7.5% | $121,1530% | $112,742+7.5% |
| Participation rate | 94.5% | 82.4%+12.0pp | 94.5%0pp | 82.4%+12.0pp |
| Annual return | 17.63% | 10.24%+7.4pp | 17.63%0pp | 10.24%+7.4pp |
| Employer contribution / active EE | $14,639 | $12,502+17.1% | $14,6390% | $12,502+17.1% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $0 | $2,963-100.0% |
| Admin fee / account holder | $50 | $236-78.7% | $500% | $236-78.7% |