Filed December 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE MONROE VOS CONSULTING GROUP,INC Service code 28 · EIN 76-0451829 | Investment Management | $10,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,370 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,173 | $32,085+146.8% | $40,145,923-99.8% | $57,658+37.3% |
| Participation rate | 73.6% | 66.0%+7.7pp | 68.4%+5.2pp | 70.2%+3.4pp |
| Annual return | 5.49% | 9.60%-4.1pp | 5.24%+0.3pp | 5.13%+0.4pp |
| Employer contribution / active EE | $221 | $1,179-81.3% | $1,844-88.0% | $1,974-88.8% |
| Participant deferral / active EE | $4,503 | $1,957+130.1% | $2,591+73.8% | $3,061+47.1% |
| Admin fee / account holder | $28 | $75-62.2% | $2,903-99.0% | $95-70.0% |