Filed November 10, 2014
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 15 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Recordkeeping | $8,038 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,592 | $65,582+70.2% | $64,097+74.1% | $71,529+56.0% |
| Participation rate | 93.5% | 73.2%+20.3pp | 72.3%+21.2pp | 67.9%+25.6pp |
| Annual return | 18.88% | 18.96%-0.1pp | 33.75%-14.9pp | 28.97%-10.1pp |
| Employer contribution / active EE | $7,519 | $2,671+181.6% | $2,750+173.4% | $2,590+190.3% |
| Participant deferral / active EE | $9,357 | $3,628+157.9% | $3,881+141.1% | $4,291+118.0% |
| Admin fee / account holder | $38 | $616-93.8% | $3,070-98.8% | $1,588-97.6% |