Filed January 6, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $36,404 |
ARMANINO LLP9+ years Service code 10 · EIN 94-6214841 | Accounting | $19,320 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,130 |
Filed as: ALEXIS INVESTMENT PARTNERS LLC Service code 26 · EIN 82-4210250 | Advisory (Participants) | $14,910 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $408 |
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 | $382,161 | $65,428+484.1% | $169,397+125.6% | $71,529+434.3% |
| Participation rate | 95.3% | 66.9%+28.4pp | 77.2%+18.1pp | 67.9%+27.4pp |
| Annual return | 16.38% | 21.35%-5.0pp | 406.23%-389.9pp | 28.97%-12.6pp |
| Employer contribution / active EE | $17,844 | $2,064+764.6% | $4,013+344.6% | $2,590+589.0% |
| Participant deferral / active EE | $8,297 | $4,360+90.3% | $6,223+33.3% | $4,291+93.3% |
| Admin fee / account holder | $537 | $1,328-59.6% | $9,017-94.0% | $1,588-66.2% |