Filed November 10, 2025 (most recent of 3 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 21 · EIN 34-1479833 | Bank Trustee | $66,932 |
HOOKER & HOLCOMBE, INC.1+ years Service code 11 · EIN 06-0854693 | Actuarial | $17,900 |
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE INVEST. ADVRS,INC Service code 27 · EIN 06-1461865 | Advisory (Plan) | $12,500 |
SHIPMAN & GOODWIN LLP1+ years Service code 29 · EIN 06-0640174 | Legal | $6,688 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $194 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 7.47% | 0.06%+7.4pp | -0.81%+8.3pp | -0.60%+8.1pp |
| Employer contribution / active EE | $0 | $14,206-100.0% | $38,425-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |