Filed October 26, 2018 (most recent of 4 filings on file)
Total covered: 12 employees
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $345,336 |
GOLDMAN SACHS3+ years Service code 50 · EIN 13-4019460 | Direct Payment | $190,268 |
Filed as: CONDUENT INCORPORATED Service code 29 · EIN 81-2983623 | Legal | $75,823 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 50 · EIN 45-6138589 | Direct Payment | $39,893 |
ANTON COLLINS MITCHELL LLP3+ years Filed as: ANTON COLLINS MITCHELL, LLP Service code 29 · EIN 01-0724563 | Legal | $37,322 |
Annual investment return 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 | $103,089 | $90,410+14.0% | $91,004+13.3% | $77,958+32.2% |
| Participation rate | 99.5% | 86.4%+13.1pp | 75.6%+23.9pp | 71.6%+27.9pp |
| Annual return | 14.14% | 21.34%-7.2pp | 4.60%+9.5pp | 20.87%-6.7pp |
| Employer contribution / active EE | $3,509 | $3,392+3.5% | $2,456+42.9% | $2,310+51.9% |
| Participant deferral / active EE | $4,810 | $4,816-0.1% | $3,548+35.6% | $3,537+36.0% |
| Admin fee / account holder | $120 | $79+51.9% | $5,417-97.8% | $97+23.1% |