Filed February 7, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $109,023 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX PLANNING PARTNERS INC Service code 26 · EIN 42-1447865 | Advisory (Participants) | $13,641 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $8,145 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,728 | $153,281+7.5% | $93,789+75.6% | $77,904+111.5% |
| Participation rate | 98.2% | 92.2%+6.0pp | 81.0%+17.2pp | 73.7%+24.5pp |
| Annual return | -15.86% | -5.55%-10.3pp | -11.33%-4.5pp | 12.21%-28.1pp |
| Employer contribution / active EE | $9,155 | $5,690+60.9% | $4,323+111.8% | $2,848+221.5% |
| Participant deferral / active EE | $10,157 | $9,364+8.5% | $6,094+66.7% | $4,806+111.3% |
| Admin fee / account holder | $22 | $114-81.1% | $7,195-99.7% | $133-83.8% |