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 | Investment management; Recordkeeping ... | $152,464 |
Service code 16 | Consulting | $78,296 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $62,296 | $62,928-1.0% | $172,752-63.9% | $67,579-7.8% |
| Participation rate | 85.8% | 64.5%+21.4pp | 82.6%+3.2pp | 71.3%+14.6pp |
| Annual return | 18.15% | 30.36%-12.2pp | 802.97%-784.8pp | 378.56%-360.4pp |
| Employer contribution / active EE | $1,689 | $1,636+3.2% | $5,144-67.2% | $2,148-21.4% |
| Participant deferral / active EE | $2,741 | $2,145+27.8% | $5,198-47.3% | $3,539-22.5% |
| Admin fee / account holder | $172 | $167+3.5% | $13,955-98.8% | $142+21.2% |