Filed September 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $120,634 |
MILLER RUSSELL ASSOCIATES5+ years Filed as: MILLER RUSSELL & ASSOCIATES Service code 28 · EIN 27-1529830 | Investment Management | $33,097 |
Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,537 | $47,456+8.6% | $172,739-70.2% | $77,787-33.7% |
| Participation rate | 95.2% | 66.3%+28.9pp | 82.6%+12.5pp | 73.2%+22.0pp |
| Annual return | 20.00% | 35.57%-15.6pp | 802.84%-782.8pp | 32.57%-12.6pp |
| Employer contribution / active EE | $1,167 | $1,574-25.9% | $5,143-77.3% | $2,504-53.4% |
| Participant deferral / active EE | $4,196 | $2,560+64.0% | $5,198-19.3% | $3,967+5.8% |
| Admin fee / account holder | $93 | $81+15.6% | $13,954-99.3% | $100-6.6% |