Filed September 21, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $557,043 |
BOSTON PARTNERS3 years Service code 28 · EIN 98-0202744 | Investment Management | $290,603 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $229,339 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
WELLS FARGO BANK, N.A.5+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 25 · EIN 41-1813702 | Directed Trustee | $0 |
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 | $97,750 | $81,961+19.3% | $141,200-30.8% | $89,609+9.1% |
| Participation rate | 82.9% | 64.9%+18.1pp | 82.5%+0.5pp | 69.6%+13.3pp |
| Annual return | 27.89% | 36.14%-8.2pp | 71.41%-43.5pp | 33.65%-5.8pp |
| Employer contribution / active EE | $4,659 | $2,268+105.5% | $4,736-1.6% | $2,584+80.3% |
| Participant deferral / active EE | $9,092 | $5,316+71.0% | $6,710+35.5% | $4,222+115.3% |
| Admin fee / account holder | $44 | $68-35.1% | $10,265-99.6% | $72-38.4% |