Filed June 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL Service code 28 · EIN 43-1451524 | Investment Management | $53,784 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,840 |
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $14,750 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,451 | $106,230-26.1% | $147,080-46.7% | $77,736+0.9% |
| Participation rate | 88.7% | 78.4%+10.3pp | 82.2%+6.5pp | 70.6%+18.1pp |
| Annual return | 13.10% | 56.91%-43.8pp | 420.17%-407.1pp | 31.26%-18.2pp |
| Employer contribution / active EE | -$0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $7,481 | $8,001-6.5% | $8,066-7.3% | $4,651+60.9% |
| Admin fee / account holder | $340 | $338+0.5% | $12,989-97.4% | $433-21.5% |