Filed January 8, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC5+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $40,557 |
RIVER AND MERCANTILE LLC1 year Service code 28 · EIN 04-3513306 | Investment Management | $25,733 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $163 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 11.65% | 12.80%-1.2pp | 29.77%-18.1pp | 13.59%-1.9pp |
| Employer contribution / active EE | $81,040 | $11,862+583.2% | $33,607+141.1% | $14,592+455.4% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |