Filed September 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $133,151 |
MILLER RUSSELL ASSOCIATES6+ years Filed as: MILLER RUSSELL & ASSOCIATES Service code 28 · EIN 27-1529830 | Investment Management | $33,669 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,008 | $56,095+1.6% | $178,490-68.1% | $90,288-36.9% |
| Participation rate | 95.2% | 65.6%+29.7pp | 81.9%+13.3pp | 73.4%+21.9pp |
| Annual return | 12.23% | 28.81%-16.6pp | 151.07%-138.8pp | 53.97%-41.7pp |
| Employer contribution / active EE | $1,287 | $1,572-18.2% | $5,011-74.3% | $2,524-49.0% |
| Participant deferral / active EE | $4,506 | $2,669+68.8% | $5,202-13.4% | $4,232+6.5% |
| Admin fee / account holder | $98 | $101-2.5% | $13,984-99.3% | $114-13.9% |