Filed October 26, 2018 (most recent of 4 filings on file)
Total covered: 12 employees
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $437,106 |
GOLDMAN SACHS6+ years Service code 26 · EIN 13-4019460 | Advisory (Participants) | $249,573 |
BUCK GLOBAL, LLC2 years Filed as: BUCK CONSULTANTS LLC Service code 28 · EIN 16-0468020 | Investment Management | $94,000 |
Filed as: BANK OF NEW YORK MELLON Service code 26 · EIN 13-5160382 | Advisory (Participants) | $23,794 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $12,500 |
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 | $109,058 | $105,190+3.7% | $98,920+10.2% | $90,274+20.8% |
| Participation rate | 98.9% | 86.4%+12.6pp | 76.0%+22.9pp | 73.4%+25.6pp |
| Annual return | 13.21% | 18.52%-5.3pp | 196.47%-183.3pp | 53.97%-40.8pp |
| Employer contribution / active EE | $3,752 | $3,831-2.1% | $2,689+39.5% | $2,523+48.7% |
| Participant deferral / active EE | $5,475 | $5,616-2.5% | $4,245+29.0% | $4,231+29.4% |
| Admin fee / account holder | $135 | $97+38.6% | $6,643-98.0% | $114+18.3% |