Filed May 12, 2022 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $245,154 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $37,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $3,645 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $392 |
Filed as: COREBRIDGE FINANCIAL Service code 37 · EIN 74-1625348 | Loan Processing | $263 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,218 | $92,071+51.2% | $63,803+118.2% | $71,012+96.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 72.7%+27.3pp | 58.6%+41.4pp |
| Annual return | 14.71% | 13.14%+1.6pp | 543.72%-529.0pp | 37.67%-23.0pp |
| Employer contribution / active EE | $12,004 | $3,085+289.1% | $2,532+374.0% | $2,348+411.3% |
| Participant deferral / active EE | $13,297 | $3,765+253.2% | $3,843+246.0% | $3,246+309.6% |
| Admin fee / account holder | $147 | $227-35.0% | $5,196-97.2% | $1,167-87.4% |