Filed October 26, 2018 (most recent of 4 filings on file)
Total covered: 12 employees
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $338,388 |
GOLDMAN SACHS2+ years Service code 50 · EIN 13-4019460 | Direct Payment | $218,177 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 29 · EIN 13-3954297 | Legal | $69,310 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 50 · EIN 45-6138589 | Direct Payment | $45,430 |
ANTON COLLINS MITCHELL LLP2+ years Filed as: ANTON COLLINS MITCHELL, LLP Service code 29 · EIN 01-0724563 | Legal | $38,100 |
XEROX CORPORATION1 year Service code 29 · EIN 16-0468020 | Legal | $35,824 |
Filed as: PORTFOLIO EVALUATIONS Service code 28 · EIN 22-3189064 | Investment Management | $18,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,013 | $82,279+19.1% | $78,002+25.7% | $63,975+53.2% |
| Participation rate | 99.5% | 84.7%+14.9pp | 75.5%+24.0pp | 71.1%+28.4pp |
| Annual return | 7.64% | 11.20%-3.6pp | 425.99%-418.3pp | 48.65%-41.0pp |
| Employer contribution / active EE | $3,588 | $3,297+8.8% | $2,470+45.3% | $2,182+64.5% |
| Participant deferral / active EE | $4,714 | $4,538+3.9% | $3,497+34.8% | $3,356+40.5% |
| Admin fee / account holder | $139 | $81+70.7% | $5,481-97.5% | $70+97.2% |