Filed February 7, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $72,091 |
AVANTAX INSURANCE AGENCY LLC3 years Filed as: AVANTAX PLANNING PARTNERS INC Service code 26 · EIN 42-1447865 | Advisory (Participants) | $14,018 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $9,727 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL 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 | $195,421 | $167,950+16.4% | $112,887+73.1% | $80,160+143.8% |
| Participation rate | 99.2% | 94.5%+4.7pp | 80.5%+18.7pp | 72.9%+26.2pp |
| Annual return | 16.99% | 18.78%-1.8pp | 34.10%-17.1pp | 40.38%-23.4pp |
| Employer contribution / active EE | $10,141 | $6,272+61.7% | $4,563+122.2% | $2,978+240.6% |
| Participant deferral / active EE | $11,099 | $9,857+12.6% | $6,513+70.4% | $5,017+121.2% |
| Admin fee / account holder | $26 | $104-74.7% | $7,047-99.6% | $145-81.9% |