Filed April 1, 2019
Total covered: 55 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $87,674 |
BAILARD INC2 years Service code 26 · EIN 94-2149863 | Advisory (Participants) | $8,644 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $336 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $381,796 | $136,307+180.1% | $177,827+114.7% | $73,493+419.5% |
| Participation rate | 90.6% | 86.1%+4.5pp | 87.7%+2.9pp | 70.7%+20.0pp |
| Annual return | 16.18% | 18.68%-2.5pp | 48.32%-32.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,327 | $3,712-10.4% | $5,918-43.8% | $2,270+46.5% |
| Participant deferral / active EE | $17,633 | $5,829+202.5% | $7,713+128.6% | $3,740+371.5% |
| Admin fee / account holder | $559 | $596-6.2% | $12,429-95.5% | $513+8.9% |