Filed May 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $24,407 |
Filed as: CHARLES SCWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,770 | $54,237-74.6% | $90,304-84.8% | $67,579-79.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 119.15% | 37.27%+81.9pp | 78.13%+41.0pp | 378.56%-259.4pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,855-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,151 | $2,625-56.2% | $3,885-70.4% | $3,539-67.5% |
| Admin fee / account holder | $31 | $123-75.3% | $5,354-99.4% | $142-78.6% |