Filed January 5, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES8 years Service code 28 · EIN 74-2798841 | Investment Management | $278,286 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 34-1479833 | Actuarial | $212,716 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Annual investment return 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 | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 0.85% | 3.90%-3.0pp | 8.61%-7.8pp | 8.76%-7.9pp |
| Employer contribution / active EE | $9,130 | $12,005-23.9% | $33,046-72.4% | $16,664-45.2% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |