Filed January 31, 2018 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $31,326 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES LTD CO Service code 26 · EIN 74-2798841 | Advisory (Participants) | $15,110 |
MMA SECURITIES LLC3 years Service code 28 · EIN 22-3570392 | Investment Management | $9,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -16.68% | -0.56%-16.1pp | -3.21%-13.5pp | 39.82%-56.5pp |
| Employer contribution / active EE | $3,759 | $21,553-82.6% | $46,051-91.8% | $19,980-81.2% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |