Filed December 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTI Service code 10 · EIN 36-3109431 | Accounting | $25,607 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,290 |
STEPHEN C. HIMEL CPA LLC1 year Filed as: STEPHEN C HIMEL CPA LLC Service code 10 · EIN 20-8410792 | Accounting | $12,750 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $72,601 | $31,252+132.3% | $75,826-4.3% | $55,725+30.3% |
| Participation rate | 85.2% | 71.3%+13.9pp | 68.2%+17.0pp | 70.9%+14.4pp |
| Annual return | 0.13% | 2.84%-2.7pp | 1914.15%-1914.0pp | 244.93%-244.8pp |
| Employer contribution / active EE | $2,105 | $1,260+67.1% | $1,913+10.0% | $2,078+1.3% |
| Participant deferral / active EE | $4,930 | $2,258+118.4% | $2,862+72.2% | $3,356+46.9% |
| Admin fee / account holder | $83 | $91-9.0% | $4,726-98.2% | $115-27.8% |