Filed December 22, 2015
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| Provider | Service type | Compensation |
|---|---|---|
PARK PLACE CAPITAL MANAGEMENT2+ years Service code 27 · EIN 39-1520292 | Advisory (Plan) | $48,446 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $9,875 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,662 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 27 · EIN 23-3061021 | Advisory (Plan) | $8,555 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 27 · EIN 26-0319356 | Advisory (Plan) | $6,334 |
ROBECO INVESTMENT MANAGEMENT2+ years Service code 27 · EIN 98-0202744 | Advisory (Plan) | $5,329 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 4.51% | 4.69%-0.2pp | 5.44%-0.9pp | 4.56%-0.1pp |
| Employer contribution / active EE | $0 | $15,631-100.0% | $25,481-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |