Filed February 3, 2020 (most recent of 5 filings on file)
Total covered: 43 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $18,326 |
Filed as: ENVESTNET ASSET MANAGEMENT, INC. Service code 27 · EIN 36-4319587 | Advisory (Plan) | $9,363 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $362,190-100.0% | $362,190-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 27.5%-27.5pp | 20.3%-20.3pp | 34.1%-34.1pp |
| Annual return | -96.15% | 77.19%-173.3pp | 64.23%-160.4pp | 13.02%-109.2pp |
| Employer contribution / active EE | $0 | $36,358-100.0% | $31,311-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $274-100.0% | $251-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $354,836-100.0% | $354,836-100.0% | $39,117-100.0% |