Filed March 28, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $106,297 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,488 | $67,512-22.3% | $185,851-71.8% | $93,010-43.6% |
| Participation rate | 67.4% | 67.1%+0.2pp | 81.7%-14.4pp | 73.9%-6.5pp |
| Annual return | 14.46% | 21.04%-6.6pp | 122.11%-107.7pp | 158.70%-144.2pp |
| Employer contribution / active EE | $1,158 | $1,783-35.1% | $5,168-77.6% | $2,705-57.2% |
| Participant deferral / active EE | $2,900 | $3,035-4.5% | $5,569-47.9% | $4,561-36.4% |
| Admin fee / account holder | $47 | $318-85.2% | $16,245-99.7% | $152-68.9% |