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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $309,999 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $32,733 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $18,689 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,837 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,559 | $66,558+69.1% | $112,5590% | $66,558+69.1% |
| Participation rate | 94.7% | 70.1%+24.5pp | 94.7%0pp | 70.1%+24.5pp |
| Annual return | -14.69% | -16.23%+1.5pp | -14.69%0pp | -16.23%+1.5pp |
| Employer contribution / active EE | $14,297 | $6,266+128.2% | $14,2970% | $6,266+128.2% |
| Participant deferral / active EE | $0 | $2,278-100.0% | - | $2,278-100.0% |
| Admin fee / account holder | $53 | $26+102.9% | $530% | $26+102.9% |