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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $126,436 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON CAVANAUGH INV BROKERS Service code 16 661 NORTH BROADWAY · N WHITE PLAINS, NY 10603 | Consulting | $37,199 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $18,226 | $37,039-50.8% | $147,618-87.7% | $59,188-69.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 84.6%+15.4pp | 69.4%+30.6pp |
| Annual return | 0.56% | 7.19%-6.6pp | 61.98%-61.4pp | 5.51%-5.0pp |
| Employer contribution / active EE | $1,090 | $1,353-19.4% | $5,565-80.4% | $2,098-48.1% |
| Participant deferral / active EE | $1,114 | $2,094-46.8% | $4,895-77.2% | $3,265-65.9% |
| Admin fee / account holder | $61 | $60+1.9% | $11,612-99.5% | $92-33.4% |