Filed April 1, 2019
Total covered: 55 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,151 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $400 |
CHARLES SCHWAB & CO., INC.3+ 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 | $334,398 | $89,739+272.6% | $149,721+123.3% | $62,293+436.8% |
| Participation rate | 98.3% | 85.1%+13.2pp | 87.1%+11.2pp | 69.5%+28.8pp |
| Annual return | 16.76% | 21.01%-4.3pp | 1501.67%-1484.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $9,241 | $3,233+185.8% | $5,444+69.7% | $2,042+352.5% |
| Participant deferral / active EE | $14,225 | $4,797+196.5% | $6,568+116.6% | $3,169+348.9% |
| Admin fee / account holder | $444 | $551-19.4% | $11,282-96.1% | $479-7.4% |