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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,774 | $56,485-42.0% | $185,823-82.4% | $86,799-62.2% |
| Participation rate | 95.6% | 65.5%+30.2pp | 81.7%+13.9pp | 72.3%+23.4pp |
| Annual return | 12.05% | 118.04%-106.0pp | 122.05%-110.0pp | 97.91%-85.9pp |
| Employer contribution / active EE | $2,177 | $1,843+18.2% | $5,167-57.9% | $2,405-9.5% |
| Participant deferral / active EE | $3,111 | $2,553+21.9% | $5,568-44.1% | $4,131-24.7% |
| Admin fee / account holder | $187 | $150+24.9% | $16,237-98.8% | $170+10.2% |