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 | $396,305-100.0% | $396,305-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 19.0%-19.0pp | 14.0%-14.0pp | 27.7%-27.7pp |
| Annual return | -96.15% | 117.92%-214.1pp | 96.17%-192.3pp | 15.59%-111.7pp |
| Employer contribution / active EE | $0 | $30,755-100.0% | $25,602-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $292-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $3,725-100.0% | $3,725-100.0% | $21,009-100.0% |