Filed January 31, 2018 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $30,905 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 26 · EIN 74-2798841 | Advisory (Participants) | $13,471 |
MMA SECURITIES LLC4 years Service code 28 · EIN 22-3570392 | Investment Management | $12,000 |
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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 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 6.79% | 9.98%-3.2pp | 12.68%-5.9pp | 22.81%-16.0pp |
| Employer contribution / active EE | $3,906 | $15,842-75.3% | $41,609-90.6% | $18,290-78.6% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |