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 | Shareholder servicing fees; Finders' ... | $161,807 |
Filed as: HEALTHCARE COMMUNITY SECURITIE CORP Service code 16 | Consulting | $79,019 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $150 |
Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,406 | $52,293+46.1% | $178,490-57.2% | $73,409+4.1% |
| Participation rate | 68.5% | 65.3%+3.2pp | 81.9%-13.4pp | 72.2%-3.7pp |
| Annual return | 16.58% | 34.75%-18.2pp | 151.07%-134.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,797 | $1,735+3.5% | $5,011-64.1% | $2,234-19.6% |
| Participant deferral / active EE | $2,737 | $2,332+17.4% | $5,202-47.4% | $3,805-28.1% |
| Admin fee / account holder | $198 | $127+55.3% | $13,984-98.6% | $158+25.3% |