Filed January 5, 2017 (most recent of 6 filings on file)
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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 | $196,942 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $25,528 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,026 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,859 | $84,000+109.4% | $119,609+47.0% | $77,904+125.7% |
| Participation rate | 95.9% | 77.8%+18.1pp | 79.3%+16.6pp | 73.7%+22.2pp |
| Annual return | -16.82% | -11.59%-5.2pp | -14.97%-1.9pp | 12.21%-29.0pp |
| Employer contribution / active EE | $8,983 | $2,907+209.0% | $4,232+112.3% | $2,848+215.5% |
| Participant deferral / active EE | $12,117 | $4,705+157.5% | $5,602+116.3% | $4,806+152.1% |
| Admin fee / account holder | $103 | $116-11.5% | $10,323-99.0% | $133-22.7% |