Filed February 7, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $39,518 |
Filed as: AVANTAX PLANNING PARTNERS INC Service code 26 · EIN 42-1447865 | Advisory (Participants) | $13,829 |
Filed as: CCHARLES SCHWAB & CO., INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $9,446 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $6,628 |
CHARLES SCHWAB & CO., INC.7+ 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 | $202,858 | $211,459-4.1% | $119,258+70.1% | $93,030+118.1% |
| Participation rate | 98.4% | 94.1%+4.4pp | 82.7%+15.7pp | 73.9%+24.5pp |
| Annual return | 13.96% | 39.10%-25.1pp | 30.69%-16.7pp | 158.70%-144.7pp |
| Employer contribution / active EE | $9,235 | $5,958+55.0% | $4,384+110.6% | $2,706+241.3% |
| Participant deferral / active EE | $10,260 | $9,654+6.3% | $6,111+67.9% | $4,562+124.9% |
| Admin fee / account holder | $11 | $124-91.0% | $7,226-99.8% | $152-92.7% |