Filed April 1, 2019
Total covered: 55 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 26 · EIN 34-1479833 | Advisory (Participants) | $81,144 |
BAILARD INC4 years Service code 26 · EIN 94-2149863 | Advisory (Participants) | $7,456 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Other fees; Float revenue; Shareholde... | $147 |
CHARLES SCHWAB & CO., INC.2 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.)
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 | $297,357 | $102,661+189.6% | $151,628+96.1% | $66,930+344.3% |
| Participation rate | 90.4% | 85.5%+4.8pp | 87.5%+2.9pp | 69.8%+20.5pp |
| Annual return | -12.31% | -10.81%-1.5pp | 3.34%-15.6pp | 1.57%-13.9pp |
| Employer contribution / active EE | $14,390 | $4,184+243.9% | $6,165+133.4% | $2,545+465.4% |
| Participant deferral / active EE | $17,761 | $6,645+167.3% | $8,363+112.4% | $4,238+319.1% |
| Admin fee / account holder | $343 | $630-45.6% | $11,613-97.0% | $593-42.2% |