Filed September 21, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $99,916 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 99 | Other Fees | $0 |
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 | $64,046 | $79,558-19.5% | $115,038-44.3% | $67,505-5.1% |
| Participation rate | 72.7% | 74.3%-1.6pp | 81.4%-8.7pp | 71.2%+1.5pp |
| Annual return | 0.00% | 4.65%-4.6pp | 26.14%-26.1pp | 6.52%-6.5pp |
| Employer contribution / active EE | $1,284 | $2,529-49.2% | $4,608-72.1% | $2,173-40.9% |
| Participant deferral / active EE | $1,949 | $5,510-64.6% | $6,026-67.7% | $3,597-45.8% |
| Admin fee / account holder | $14 | $60-77.3% | $8,175-99.8% | $56-75.8% |