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 | $254,635 |
GOLDMAN SACHS10+ years Service code 26 · EIN 13-4019460 | Advisory (Participants) | $250,107 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD CO INCORPORAT Service code 28 · EIN 39-6037917 | Investment Management | $71,250 |
BDO USA, LLP4 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $43,433 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 26 · EIN 13-5160382 | Advisory (Participants) | $36,381 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,306 | $112,582-2.0% | $105,624+4.4% | $200,096-44.9% |
| Participation rate | 98.1% | 86.3%+11.9pp | 75.3%+22.8pp | 72.0%+26.1pp |
| Annual return | 12.60% | 15.58%-3.0pp | 116.20%-103.6pp | 34.26%-21.7pp |
| Employer contribution / active EE | $4,469 | $4,580-2.4% | $3,168+41.1% | $3,038+47.1% |
| Participant deferral / active EE | $6,300 | $6,655-5.3% | $5,013+25.7% | $5,090+23.8% |
| Admin fee / account holder | $96 | $107-10.1% | $10,961-99.1% | $269-64.3% |