Filed November 24, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.4+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $13,375 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,990 | $44,221+15.3% | $121,196-57.9% | $56,287-9.4% |
| Participation rate | 92.6% | 61.1%+31.5pp | 71.7%+20.8pp | 69.9%+22.7pp |
| Annual return | -1.00% | -3.58%+2.6pp | 16.93%-17.9pp | -9.96%+9.0pp |
| Employer contribution / active EE | $2,496 | $1,480+68.6% | $4,022-37.9% | $2,111+18.2% |
| Participant deferral / active EE | $3,994 | $2,521+58.4% | $3,344+19.4% | $3,350+19.2% |
| Admin fee / account holder | $92 | $480-80.8% | $5,019-98.2% | $521-82.3% |