Filed June 8, 2015
Total covered: 38 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $277,824 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $242,815 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $83,905 |
INSERO & CO. CPAS, LLP2+ years Filed as: INSERO AND CO CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $47,400 |
Service code 28 · EIN 36-4001764 | Investment Management | $38,746 |
Filed as: TOWERS WATSON DELAWARE INC Service code 28 · EIN 53-0181291 | Investment Management | $27,111 |
Filed as: FIDELITY INVESTMENTS INST Service code 28 · EIN 04-3532603 | Investment Management | $6,010 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,812 | $104,544+4.1% | $96,564+12.7% | $80,187+35.7% |
| Participation rate | 88.9% | 86.4%+2.5pp | 76.0%+12.9pp | 72.9%+16.0pp |
| Annual return | 15.93% | 21.79%-5.9pp | 25.89%-10.0pp | 40.40%-24.5pp |
| Employer contribution / active EE | $5,880 | $3,527+66.7% | $2,967+98.2% | $2,980+97.4% |
| Participant deferral / active EE | $7,131 | $6,170+15.6% | $4,852+47.0% | $5,016+42.2% |
| Admin fee / account holder | $117 | $107+9.4% | $8,256-98.6% | $145-19.4% |