Filed June 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $98,815 |
THREE BELL CAPITAL LLC1+ years Filed as: THREE BELL CAPITAL Service code 27 4 MAIN ST. · LOS ALTOS, CA 94022 | Advisory (Plan) | $3,959 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,979-100.0% | $74,549-100.0% | $135,381-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -105.82% | 56.98%-162.8pp | 32.54%-138.4pp | 519.81%-625.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,523-100.0% | $5,059-100.0% | $10,828-100.0% |