Filed February 7, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,450 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $14,452 |
HK FINANCIAL SERVICES4+ years Filed as: HONKAMP KRUEGER FINANCIAL SERV Service code 26 · EIN 42-1447865 | Advisory (Participants) | $9,441 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,255 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $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 | $154,877 | $168,477-8.1% | $105,387+47.0% | $77,787+99.1% |
| Participation rate | 99.0% | 91.6%+7.4pp | 82.6%+16.5pp | 73.2%+25.8pp |
| Annual return | 22.84% | 25.62%-2.8pp | 26.82%-4.0pp | 32.57%-9.7pp |
| Employer contribution / active EE | $8,128 | $4,957+64.0% | $4,213+92.9% | $2,504+224.5% |
| Participant deferral / active EE | $8,531 | $8,141+4.8% | $5,502+55.0% | $3,967+115.0% |
| Admin fee / account holder | $14 | $103-86.1% | $6,559-99.8% | $100-85.7% |