Filed April 1, 2019
Total covered: 55 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 26 · EIN 34-1479833 | Advisory (Participants) | $95,991 |
BAILARD INC1 year Service code 26 · EIN 94-2149863 | Advisory (Participants) | $9,936 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $1,520 |
CHARLES SCHWAB & CO., INC.5+ 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 | $344,774 | $98,982+248.3% | $162,171+112.6% | $65,185+428.9% |
| Participation rate | 93.6% | 85.8%+7.8pp | 87.6%+6.0pp | 70.2%+23.4pp |
| Annual return | 19.54% | 24.84%-5.3pp | 115.60%-96.1pp | 29.38%-9.8pp |
| Employer contribution / active EE | $20,471 | $3,467+490.5% | $5,613+264.7% | $2,177+840.4% |
| Participant deferral / active EE | $17,133 | $5,384+218.2% | $7,297+134.8% | $3,514+387.6% |
| Admin fee / account holder | $504 | $596-15.4% | $10,843-95.3% | $847-40.5% |