Filed April 1, 2019
Total covered: 55 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 26 · EIN 34-1479833 | Advisory (Participants) | $93,369 |
BAILARD INC6 years Service code 26 · EIN 94-2149863 | Advisory (Participants) | $6,390 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $267 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,368 | $122,042+198.6% | $184,260+97.7% | $74,459+389.4% |
| Participation rate | 95.4% | 85.5%+9.9pp | 86.8%+8.6pp | 67.2%+28.2pp |
| Annual return | 14.85% | 19.91%-5.1pp | 28.84%-14.0pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $16,115 | $4,537+255.2% | $6,427+150.7% | $2,626+513.7% |
| Participant deferral / active EE | $20,120 | $7,143+181.7% | $9,133+120.3% | $4,350+362.6% |
| Admin fee / account holder | $362 | $1,252-71.1% | $13,898-97.4% | $1,945-81.4% |