Filed February 2, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT1 year Filed as: SUN LIFE CAPITAL MGMT US LLC Service code 28 · EIN 04-3401283 | Investment Management | $90,823 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 11 · EIN 34-1479833 | Actuarial | $83,954 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST ADVISORS LLC Service code 28 · EIN 45-0479693 | Investment Management | $43,302 |
PKF O'CONNOR DAVIES, LLP8 years Service code 10 · EIN 27-1728945 | Accounting | $14,665 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $4,246 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $458,700-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 2.1%-2.1pp |
| Annual return | 7.71% | 6.45%+1.3pp | 8.61%-0.9pp | 7.65%+0.1pp |
| Employer contribution / active EE | $0 | $20,590-100.0% | $33,046-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $33,172-100.0% | $193-100.0% |