Filed April 1, 2019
Total covered: 55 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 26 · EIN 34-1479833 | Advisory (Participants) | $87,355 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $209 |
CHARLES SCHWAB & CO., INC.1+ 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.)
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 | $285,789 | $70,667+304.4% | $123,105+132.2% | $52,331+446.1% |
| Participation rate | 96.4% | 83.7%+12.6pp | 86.8%+9.6pp | 68.1%+28.3pp |
| Annual return | -0.95% | 6.23%-7.2pp | 13.22%-14.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $8,421 | $2,946+185.8% | $5,151+63.5% | $1,882+347.5% |
| Participant deferral / active EE | $14,035 | $4,493+212.4% | $6,229+125.3% | $3,022+364.4% |
| Admin fee / account holder | $432 | $506-14.6% | $9,014-95.2% | $592-26.9% |