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 | Finders' fees / placement fees; Direc... | $88,072 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,199 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $162,652 | $52,722+208.5% | $90,440+79.8% | $73,412+121.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 18.57% | 20.70%-2.1pp | 1294.38%-1275.8pp | 59.30%-40.7pp |
| Employer contribution / active EE | $14,705 | $1,872+685.7% | $3,263+350.7% | $2,234+558.4% |
| Participant deferral / active EE | $7,249 | $2,810+158.0% | $3,964+82.9% | $3,806+90.5% |
| Admin fee / account holder | $71 | $117-39.4% | $5,615-98.7% | $158-55.1% |