Filed October 26, 2018 (most recent of 4 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $384,831 |
GOLDMAN SACHS8+ years Service code 26 · EIN 13-4019460 | Advisory (Participants) | $198,642 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD CO INCORPORAT Service code 28 · EIN 39-6037917 | Investment Management | $95,000 |
BDO USA, LLP1 year Filed as: BDO USA,P.C. Service code 10 · EIN 13-5381590 | Accounting | $39,850 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 26 · EIN 13-5160382 | Advisory (Participants) | $21,470 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,076 | $136,266-33.9% | $90,749-0.7% | $77,904+15.6% |
| Participation rate | 98.7% | 86.6%+12.0pp | 75.7%+23.0pp | 73.7%+25.0pp |
| Annual return | -12.59% | -11.32%-1.3pp | -12.16%-0.4pp | 12.21%-24.8pp |
| Employer contribution / active EE | $3,930 | $4,215-6.7% | $2,921+34.6% | $2,848+38.0% |
| Participant deferral / active EE | $5,663 | $6,353-10.9% | $4,564+24.1% | $4,806+17.8% |
| Admin fee / account holder | $114 | $399-71.4% | $8,445-98.6% | $133-13.8% |