Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $275,360 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $17,773 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 28 · EIN 94-1347393 | Investment Management | $15,230 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $9,711 |
Service code 28 · EIN 36-4001764 | Investment Management | $5,208 |
CHARLES SCHWAB & CO., INC.7+ 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 | $146,396 | $123,960+18.1% | $146,3960% | $123,960+18.1% |
| Participation rate | 93.2% | 86.8%+6.5pp | 93.2%0pp | 86.8%+6.5pp |
| Annual return | 17.65% | 13.45%+4.2pp | 17.65%0pp | 13.45%+4.2pp |
| Employer contribution / active EE | $12,985 | $10,482+23.9% | $12,9850% | $10,482+23.9% |
| Participant deferral / active EE | $0 | $6,517-100.0% | - | $6,517-100.0% |
| Admin fee / account holder | $54 | $222-75.8% | $540% | $222-75.8% |