Filed May 20, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Float reven... | $59,578 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $400 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $142,098 | $54,237+162.0% | $90,304+57.4% | $67,579+110.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 21.56% | 37.27%-15.7pp | 78.13%-56.6pp | 378.56%-357.0pp |
| Employer contribution / active EE | $13,908 | $1,846+653.5% | $2,855+387.2% | $2,148+547.6% |
| Participant deferral / active EE | $6,974 | $2,625+165.7% | $3,885+79.5% | $3,539+97.1% |
| Admin fee / account holder | $51 | $123-58.3% | $5,354-99.0% | $142-63.8% |