Filed May 17, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP6 years Filed as: SIKICH CAPITAL MANAGEMENT Service code 27 · EIN 36-3168081 | Advisory (Plan) | $33,267 |
THE STANDARD7 years Service code 12 · EIN 93-1253576 1100 SW 6TH AVENUE · PORTLAND, OR 97204 | Custodial (other than securities); Re... | $29,271 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,528 | $51,638+387.1% | $68,368+267.9% | $82,448+205.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.94% | 37.53%-23.6pp | 292.57%-278.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $7,045 | $2,047+244.2% | $2,649+166.0% | $2,551+176.2% |
| Participant deferral / active EE | $13,403 | $2,914+360.0% | $4,123+225.1% | $4,139+223.8% |
| Admin fee / account holder | $526 | $4,643-88.7% | $5,150-89.8% | $7,234-92.7% |