Filed January 5, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES4 years Service code 28 · EIN 74-2798841 | Investment Management | $308,063 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 34-1479833 | Actuarial | $182,115 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | 15.90% | 8.57%+7.3pp | 175.18%-159.3pp | 11.45%+4.4pp |
| Employer contribution / active EE | $0 | $13,016-100.0% | $38,590-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |