Filed April 1, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY VEST, LLC Service code 28 · EIN 20-2217636 | Investment Management | $70,408 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $13,574 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,241 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,881 | $71,957+36.0% | $67,652+44.7% | $59,188+65.4% |
| Participation rate | 92.5% | 82.7%+9.8pp | 75.7%+16.8pp | 69.4%+23.1pp |
| Annual return | 1.94% | 8.53%-6.6pp | 6625.40%-6623.5pp | 5.51%-3.6pp |
| Employer contribution / active EE | $2,794 | $2,432+14.9% | $2,266+23.3% | $2,098+33.2% |
| Participant deferral / active EE | $9,712 | $4,211+130.6% | $3,560+172.8% | $3,265+197.5% |
| Admin fee / account holder | $38 | $64-40.2% | $4,821-99.2% | $92-58.4% |