Filed August 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC1+ years Service code 11 · EIN 11-2836994 | Actuarial | $104,100 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,686 |
Service code 12 · EIN 13-3689044 | Investment management; Participant lo... | $3,113 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $26,535 | $37,039-28.4% | $147,617-82.0% | $59,188-55.2% |
| Participation rate | 66.1% | 63.8%+2.3pp | 84.6%-18.5pp | 69.4%-3.3pp |
| Annual return | 0.39% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $483 | $1,353-64.3% | $5,564-91.3% | $2,098-77.0% |
| Participant deferral / active EE | $988 | $2,094-52.8% | $4,895-79.8% | $3,265-69.7% |
| Admin fee / account holder | $20 | $60-66.3% | $11,612-99.8% | $92-78.0% |