Filed October 26, 2018 (most recent of 4 filings on file)
Total covered: 12 employees
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $374,666 |
GOLDMAN SACHS4+ years Service code 26 · EIN 13-4019460 | Advisory (Participants) | $197,965 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT INCORPORATED Service code 29 · EIN 81-2983623 | Legal | $125,826 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 26 · EIN 45-6138589 | Advisory (Participants) | $40,327 |
Service code 10 · EIN 01-0724563 | Accounting | $36,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,981 | $134,045-35.1% | $80,022+8.7% | $75,289+15.5% |
| Participation rate | 98.4% | 85.8%+12.6pp | 75.8%+22.5pp | 72.4%+26.0pp |
| Annual return | -2.17% | -0.56%-1.6pp | 11.22%-13.4pp | -0.04%-2.1pp |
| Employer contribution / active EE | $3,429 | $3,492-1.8% | $2,468+38.9% | $2,405+42.6% |
| Participant deferral / active EE | $4,617 | $4,976-7.2% | $3,686+25.3% | $3,739+23.5% |
| Admin fee / account holder | $121 | $124-2.1% | $6,521-98.1% | $102+18.5% |