Filed April 28, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $191,078 |
Service code 16 · EIN 20-4751585 | Consulting | $50,886 |
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 | Accounting | $14,250 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER,BROWN, MACAULAY & SHERRIN Service code 16 · EIN 20-4751585 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,786 | $37,213+114.4% | $156,551-49.0% | $63,975+24.7% |
| Participation rate | 62.3% | 65.0%-2.7pp | 84.0%-21.7pp | 71.1%-8.8pp |
| Annual return | 8.83% | 47.89%-39.1pp | 32.23%-23.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $823 | $1,357-39.4% | $5,501-85.0% | $2,182-62.3% |
| Participant deferral / active EE | $3,908 | $2,070+88.8% | $4,871-19.8% | $3,356+16.4% |
| Admin fee / account holder | $87 | $56+54.7% | $13,028-99.3% | $70+23.7% |