Filed October 7, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.6 years Service code 13 · EIN 95-2887986 | Contract Administrator | $3,304 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,219 | $58,408-70.5% | $180,320-90.5% | $69,733-75.3% |
| Participation rate | 92.9% | 54.2%+38.7pp | 71.5%+21.4pp | 62.5%+30.5pp |
| Annual return | 14.44% | 15.02%-0.6pp | 778.54%-764.1pp | 15.22%-0.8pp |
| Employer contribution / active EE | $1,536 | $1,159+32.5% | $4,108-62.6% | $2,250-31.7% |
| Participant deferral / active EE | $1,743 | $2,723-36.0% | $4,304-59.5% | $3,054-42.9% |
| Admin fee / account holder | $15 | $4,205-99.7% | $10,000-99.9% | $3,102-99.5% |