Filed July 2, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $95,831 |
SUNTRUST BANKS, INC.2 years Filed as: STERLING CAPITAL MANAGEMENT LL Service code 28 · EIN 42-1658828 | Investment Management | $61,877 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $61,246 |
WELCH HORNSBY & WELCH INC6+ years Service code 26 · EIN 63-0969069 | Advisory (Participants) | $21,619 |
Service code 10 · EIN 51-0229493 | Accounting | $8,350 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,366 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 14.29% | 15.15%-0.9pp | 10.57%+3.7pp | 11.45%+2.8pp |
| Employer contribution / active EE | $5 | $16,781-100.0% | $29,483-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |