Filed April 1, 2019
Total covered: 55 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $98,447 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $545 |
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.)
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 | $278,631 | $79,523+250.4% | $140,019+99.0% | $56,287+395.0% |
| Participation rate | 94.4% | 85.7%+8.6pp | 87.5%+6.9pp | 69.9%+24.5pp |
| Annual return | -4.71% | 2.39%-7.1pp | 651.15%-655.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $9,536 | $3,350+184.6% | $5,605+70.1% | $2,111+351.7% |
| Participant deferral / active EE | $15,285 | $5,129+198.0% | $6,927+120.7% | $3,350+356.3% |
| Admin fee / account holder | $479 | $614-22.1% | $10,705-95.5% | $521-8.1% |