Filed May 20, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HAMILTON LANE ADVISORS, LLC2+ years Filed as: HAMILTON CAVANAUGH INVESTMENT Service code 16 661 NORTH BROADWAY · N WHITE PLAINS, NY 10603 | Consulting | $150,639 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Distributio... | $4,540 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $150 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $113,200 | $39,859+184.0% | $78,676+43.9% | $57,658+96.3% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 10.32% | 18.96%-8.6pp | 62.19%-51.9pp | 5.13%+5.2pp |
| Employer contribution / active EE | $12,461 | $1,786+597.8% | $2,850+337.2% | $1,974+531.3% |
| Participant deferral / active EE | $5,640 | $2,248+150.9% | $3,517+60.4% | $3,061+84.3% |
| Admin fee / account holder | $5 | $76-93.3% | $4,510-99.9% | $95-94.6% |