Filed February 7, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $18,884 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,600 |
HK FINANCIAL SERVICES1+ years Filed as: HONKAMP KRUEGER FINANCIAL SERV Service code 26 · EIN 42-1447865 | Advisory (Participants) | $5,904 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,993 | $144,604-7.3% | $88,497+51.4% | $63,975+109.4% |
| Participation rate | 99.3% | 91.8%+7.5pp | 82.4%+16.9pp | 71.1%+28.2pp |
| Annual return | 10.56% | 9.63%+0.9pp | 7.63%+2.9pp | 48.65%-38.1pp |
| Employer contribution / active EE | $7,811 | $4,008+94.9% | $4,036+93.5% | $2,182+258.0% |
| Participant deferral / active EE | $8,320 | $7,027+18.4% | $4,899+69.8% | $3,356+147.9% |
| Admin fee / account holder | $10 | $78-87.3% | $6,220-99.8% | $70-85.9% |