Filed December 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEWARD PARTNERS HOLDING LLC DBA ST Service code 27 140 E 45TH ST 36TH FL · NEW YORK, NY 10017 | Advisory (Plan) | $30,000 |
Filed as: STEWARD PARTNERS INVESTMENT ADVISOR Service code 27 140 EAST 45TH ST · NEW YORK, NY 10017 | Advisory (Plan) | $30,000 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,031 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage | $960 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,028 | $106,264+124.9% | $147,117+62.5% | $77,762+207.4% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 13.87% | 56.94%-43.1pp | 420.54%-406.7pp | 31.27%-17.4pp |
| Employer contribution / active EE | $8,440 | $4,074+107.2% | $4,932+71.1% | $2,728+209.4% |
| Participant deferral / active EE | $10,826 | $8,003+35.3% | $8,065+34.2% | $4,651+132.8% |
| Admin fee / account holder | $143 | $334-57.4% | $12,993-98.9% | $433-67.1% |