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| Provider | Service type | Compensation |
|---|---|---|
RAFFA WEALTH MANAGEMENT, LLC1+ years Service code 28 · EIN 20-3107658 | Investment Management | $27,610 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $620 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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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 | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -1.84% | -2.03%+0.2pp | -2.01%+0.2pp | 2.81%-4.7pp |
| Employer contribution / active EE | $9,832 | $9,185+7.0% | $34,453-71.5% | $16,358-39.9% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |