Filed November 24, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.6+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $15,568 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,441 | $53,901+34.4% | $134,143-46.0% | $73,488-1.4% |
| Participation rate | 98.2% | 62.8%+35.4pp | 72.2%+26.0pp | 70.7%+27.5pp |
| Annual return | 16.18% | 15.82%+0.4pp | 36.33%-20.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,293 | $1,458-11.3% | $3,704-65.1% | $2,270-43.0% |
| Participant deferral / active EE | $4,741 | $2,739+73.1% | $3,499+35.5% | $3,740+26.8% |
| Admin fee / account holder | $101 | $581-82.6% | $6,684-98.5% | $513-80.3% |