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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $296,373 |
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $21,278 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $18,947 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $8,571 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,046 | $103,692+35.1% | $140,0460% | $103,692+35.1% |
| Participation rate | 94.8% | 95.9%-1.1pp | 94.8%0pp | 95.9%-1.1pp |
| Annual return | 22.97% | 19.35%+3.6pp | 22.97%0pp | 19.35%+3.6pp |
| Employer contribution / active EE | $16,962 | $10,582+60.3% | $16,9620% | $10,582+60.3% |
| Participant deferral / active EE | $0 | $2,297-100.0% | - | $2,297-100.0% |
| Admin fee / account holder | $47 | $38+24.7% | $470% | $38+24.7% |