Filed March 19, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,493 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 91-1737782 | Securities brokerage | $24 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,153 | $136,307+33.6% | $177,821+2.4% | $73,488+147.9% |
| Participation rate | 85.5% | 86.1%-0.6pp | 87.7%-2.2pp | 70.7%+14.8pp |
| Annual return | 14.59% | 18.68%-4.1pp | 48.32%-33.7pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,017 | $3,712-45.7% | $5,918-65.9% | $2,270-11.1% |
| Participant deferral / active EE | $7,064 | $5,829+21.2% | $7,714-8.4% | $3,740+88.9% |
| Admin fee / account holder | $86 | $596-85.6% | $12,427-99.3% | $513-83.3% |