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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 | Securities Custodian | $8,188 |
CHERNOFF DIAMOND & CO., LLC1 year Service code 11 · EIN 11-2836994 | Actuarial | $375 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,988 | $74,089+191.5% | $133,980+61.2% | $55,167+291.5% |
| Participation rate | 70.6% | 84.3%-13.7pp | 87.1%-16.5pp | 69.0%+1.6pp |
| Annual return | 17.03% | 12.11%+4.9pp | 29.30%-12.3pp | 169.23%-152.2pp |
| Employer contribution / active EE | $897 | $3,064-70.7% | $5,211-82.8% | $1,963-54.3% |
| Participant deferral / active EE | $9,977 | $4,678+113.3% | $6,282+58.8% | $3,054+226.7% |
| Admin fee / account holder | $4 | $458-99.2% | $9,324-100.0% | $504-99.2% |