Filed December 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 72-0771251 | Investment Management | $45,889 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTI Service code 28 · EIN 36-3109431 | Investment Management | $44,086 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $24,582 |
STEPHEN C. HIMEL CPA LLC4 years Filed as: STEPHEN C HIMEL CPA LLC Service code 10 · EIN 20-8410792 | Accounting | $12,750 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,412 | $39,038+164.9% | $98,755+4.7% | $86,813+19.1% |
| Participation rate | 92.0% | 68.2%+23.7pp | 65.7%+26.2pp | 72.3%+19.7pp |
| Annual return | 14.49% | 25.86%-11.4pp | 49.91%-35.4pp | 97.93%-83.4pp |
| Employer contribution / active EE | $3,395 | $1,231+175.7% | $2,067+64.2% | $2,406+41.1% |
| Participant deferral / active EE | $6,489 | $2,581+151.4% | $3,035+113.8% | $4,131+57.1% |
| Admin fee / account holder | $142 | $126+12.9% | $4,076-96.5% | $170-16.3% |