Filed October 26, 2018 (most recent of 4 filings on file)
Total covered: 12 employees
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $364,440 |
GOLDMAN SACHS1+ years Service code 50 · EIN 13-4019460 | Direct Payment | $199,967 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 29 · EIN 13-3954297 | Legal | $167,787 |
NORTHEREN TRUST1+ years Service code 50 · EIN 45-6138589 | Direct Payment | $42,606 |
ANTON COLLINS MITCHELL LLP1+ years Filed as: ANTON COLLINS MITCHELL, LLP Service code 10 · EIN 01-0724563 | Accounting | $37,918 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $59 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,056 | $81,321+10.7% | $68,509+31.5% | $59,188+52.2% |
| Participation rate | 99.5% | 83.8%+15.7pp | 74.7%+24.8pp | 69.4%+30.1pp |
| Annual return | 0.06% | 4.65%-4.6pp | 8.27%-8.2pp | 5.51%-5.4pp |
| Employer contribution / active EE | $3,367 | $3,297+2.1% | $2,278+47.8% | $2,098+60.5% |
| Participant deferral / active EE | $4,220 | $4,592-8.1% | $3,382+24.8% | $3,265+29.3% |
| Admin fee / account holder | $139 | $62+125.4% | $5,275-97.4% | $92+50.9% |