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 | Direct payment from the plan; Recordk... | $37,811 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,160 | $52,188+287.4% | $86,617+133.4% | $74,440+171.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 19.27% | 44.46%-25.2pp | 591.91%-572.6pp | 34.37%-15.1pp |
| Employer contribution / active EE | $18,847 | $2,282+725.9% | $3,023+523.4% | $2,638+614.5% |
| Participant deferral / active EE | $9,449 | $3,383+179.3% | $4,437+113.0% | $4,529+108.7% |
| Admin fee / account holder | $53 | $319-83.4% | $5,613-99.1% | $348-84.8% |