Filed September 21, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $487,587 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $471,601 |
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 | Investment Management | $404,939 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $112 |
WELLS FARGO BANK, N.A.4+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 25 · EIN 41-1813702 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,158 | $71,505+9.3% | $123,553-36.7% | $73,367+6.5% |
| Participation rate | 78.9% | 64.9%+14.0pp | 82.3%-3.4pp | 69.5%+9.4pp |
| Annual return | -5.24% | 6.94%-12.2pp | 119.21%-124.4pp | 173.45%-178.7pp |
| Employer contribution / active EE | $4,081 | $2,011+102.9% | $4,628-11.8% | $2,499+63.3% |
| Participant deferral / active EE | $7,584 | $4,928+53.9% | $6,426+18.0% | $4,033+88.1% |
| Admin fee / account holder | $43 | $66-34.6% | $9,284-99.5% | $68-36.9% |