Filed April 1, 2019
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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 | $16,698 |
MERIDIAN WEALTH MANAGEMENT LLC2+ years Filed as: MERIDIAN INVESTMENT ADVISORS INC. Service code 28 · EIN 35-1918523 | Investment Management | $14,143 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,096 | $60,349+16.2% | $74,184-5.5% | $62,881+11.5% |
| Participation rate | 92.6% | 72.7%+19.9pp | 76.6%+16.0pp | 69.3%+23.3pp |
| Annual return | 6.27% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,816 | $2,856+33.6% | $3,550+7.5% | $3,203+19.1% |
| Admin fee / account holder | $305 | $4,261-92.8% | $5,586-94.5% | $4,296-92.9% |