Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
AT INVESTMENT ADVISERS INC2 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $226,185 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,946 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $31,622 |
GOLDMAN SACHS1 year Filed as: CLIFFORD CAPITALPARTNERS LLC Service code 26 · EIN 27-2303741 | Advisory (Participants) | $5,780 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $220,235 | $88,874+147.8% | $123,553+78.3% | $75,289+192.5% |
| Participation rate | 94.0% | 75.9%+18.2pp | 82.3%+11.7pp | 72.4%+21.6pp |
| Annual return | -1.92% | 4.22%-6.1pp | 119.21%-121.1pp | -0.04%-1.9pp |
| Employer contribution / active EE | $3,670 | $3,256+12.7% | $4,628-20.7% | $2,405+52.6% |
| Participant deferral / active EE | $13,041 | $6,174+111.2% | $6,426+103.0% | $3,739+248.8% |
| Admin fee / account holder | $11 | $95-88.8% | $9,284-99.9% | $102-89.7% |