Filed March 26, 2021 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $145,715 |
Filed as: HEALTHCARE COMMUNITY SEC. CORP. Service code 16 | Consulting | $80,126 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Filed as: HEALTHCARE COMMUNITY SERVICES COR Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $56,039 | $37,196+50.7% | $154,111-63.6% | $55,725+0.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -2.79% | 1319.68%-1322.5pp | 735.18%-738.0pp | 244.93%-247.7pp |
| Employer contribution / active EE | $2,176 | $1,614+34.8% | $5,298-58.9% | $2,078+4.7% |
| Participant deferral / active EE | $3,301 | $2,068+59.6% | $5,081-35.0% | $3,356-1.6% |
| Admin fee / account holder | $175 | $102+71.8% | $13,411-98.7% | $115+51.5% |