Filed December 9, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $64,347 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,516 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,726 | $80,781+64.3% | $102,437+29.6% | $74,478+78.2% |
| Participation rate | 91.1% | 65.7%+25.4pp | 74.5%+16.6pp | 67.2%+23.9pp |
| Annual return | 24.12% | 27.58%-3.5pp | 24.95%-0.8pp | 1370.56%-1346.4pp |
| Employer contribution / active EE | $1,714 | $3,160-45.8% | $3,871-55.7% | $2,626-34.7% |
| Participant deferral / active EE | $7,824 | $3,862+102.6% | $5,060+54.6% | $4,350+79.9% |
| Admin fee / account holder | $418 | $2,372-82.4% | $8,388-95.0% | $1,946-78.5% |