Filed August 20, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $173,199 |
Filed as: FIDUCIARY ADVISORS, INC Service code 28 · EIN 43-1891647 | Investment Management | $44,000 |
BKD, LLP4+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $19,760 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,896 | $78,852-59.5% | $76,767-58.5% | $75,289-57.6% |
| Participation rate | 90.8% | 85.0%+5.8pp | 77.0%+13.8pp | 72.4%+18.3pp |
| Annual return | -4.49% | -1.29%-3.2pp | 2.43%-6.9pp | -0.04%-4.4pp |
| Employer contribution / active EE | $818 | $2,794-70.7% | $2,485-67.1% | $2,405-66.0% |
| Participant deferral / active EE | $2,808 | $4,800-41.5% | $3,852-27.1% | $3,739-24.9% |
| Admin fee / account holder | $102 | $79+29.2% | $6,675-98.5% | $102-0.2% |