Filed February 2, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 11 · EIN 34-1479833 | Actuarial | $133,510 |
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MGMT US LLC Service code 28 · EIN 04-3401283 | Investment Management | $68,322 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST ADVISORS LLC Service code 28 · EIN 45-0479693 | Investment Management | $41,528 |
PKF O'CONNOR DAVIES, LLP9 years Service code 10 · EIN 27-1728945 | Accounting | $14,500 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,544 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $104,795-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 50.0%-50.0pp | 2.9%-2.9pp |
| Annual return | 3.69% | 8.39%-4.7pp | 12.12%-8.4pp | 8.39%-4.7pp |
| Employer contribution / active EE | $0 | $18,340-100.0% | $33,582-100.0% | $18,340-100.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $0-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $130-100.0% | $200-100.0% |