Filed November 24, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.1+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $14,869 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,984 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,687 | $37,134-1.2% | $100,671-63.6% | $52,331-29.9% |
| Participation rate | 97.3% | 57.7%+39.6pp | 70.7%+26.6pp | 68.1%+29.2pp |
| Annual return | -0.91% | 0.10%-1.0pp | 20.43%-21.3pp | 4.54%-5.5pp |
| Employer contribution / active EE | $2,033 | $1,187+71.3% | $4,012-49.3% | $1,882+8.1% |
| Participant deferral / active EE | $3,308 | $2,163+52.9% | $3,144+5.2% | $3,022+9.4% |
| Admin fee / account holder | $111 | $467-76.2% | $4,850-97.7% | $592-81.2% |