Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Finders' fees / placem... | $662,522 |
SCHENCK SC1+ years Filed as: SCHENCK BUSINESS SOLUTIONS Service code 10 · EIN 39-1173131 | Accounting | $16,100 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,649 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,261 | $46,516+5.9% | $147,618-66.6% | $69,651-29.3% |
| Participation rate | 85.2% | 65.8%+19.4pp | 84.6%+0.6pp | 66.6%+18.6pp |
| Annual return | 2.94% | 9.48%-6.5pp | 61.98%-59.0pp | 53.77%-50.8pp |
| Employer contribution / active EE | $2,543 | $1,393+82.5% | $5,564-54.3% | $2,241+13.5% |
| Participant deferral / active EE | $3,617 | $2,719+33.0% | $4,895-26.1% | $3,635-0.5% |
| Admin fee / account holder | $21 | $45-54.2% | $11,612-99.8% | $63-67.5% |