Filed July 2, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $82,933 |
WELCH HORNSBY & WELCH INC3+ years Service code 26 · EIN 63-0969069 | Advisory (Participants) | $50,410 |
Filed as: MCDANIEL & ASSOCIATES Service code 10 · EIN 63-0921974 | Accounting | $7,800 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $675 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 11.55% | 11.16%+0.4pp | 14.20%-2.6pp | 23.90%-12.3pp |
| Employer contribution / active EE | $10,331 | $17,064-39.5% | $27,968-63.1% | $16,539-37.5% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |