Filed March 22, 2018
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $105,931 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,774 | $56,540-42.0% | $185,849-82.4% | $86,821-62.3% |
| Participation rate | 95.6% | 65.5%+30.1pp | 81.7%+13.9pp | 72.3%+23.3pp |
| Annual return | 12.05% | 118.20%-106.1pp | 122.10%-110.0pp | 97.94%-85.9pp |
| Employer contribution / active EE | $2,177 | $1,844+18.1% | $5,169-57.9% | $2,406-9.5% |
| Participant deferral / active EE | $3,111 | $2,555+21.8% | $5,569-44.1% | $4,132-24.7% |
| Admin fee / account holder | $187 | $150+24.8% | $16,244-98.8% | $170+10.2% |