Filed June 16, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $934,041 |
Filed as: FIDELITY INVESTMENTS INSTL OPS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,605 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,089 |
Filed as: THE PRUDENTIAL INS CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $494 |
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 | $42,911 | $49,270-12.9% | $156,551-72.6% | $329,111-87.0% |
| Participation rate | 93.4% | 68.1%+25.3pp | 84.0%+9.4pp | 67.9%+25.6pp |
| Annual return | 10.90% | 23.25%-12.3pp | 32.23%-21.3pp | 16.35%-5.4pp |
| Employer contribution / active EE | $1,321 | $1,534-13.9% | $5,501-76.0% | $2,303-42.6% |
| Participant deferral / active EE | $3,700 | $2,920+26.7% | $4,871-24.0% | $3,682+0.5% |
| Admin fee / account holder | $60 | $51+19.6% | $13,028-99.5% | $754-92.0% |