Filed March 26, 2021 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $199,262 |
Filed as: HEALTHCARE COMMUNITY SECURITIES CO Service code 16 | Consulting | $91,476 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES8+ 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 | $66,419 | $46,325+43.4% | $143,788-53.8% | $64,814+2.5% |
| Participation rate | 72.0% | 64.2%+7.8pp | 80.3%-8.3pp | 71.5%+0.5pp |
| Annual return | -15.07% | -10.05%-5.0pp | -0.03%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $1,803 | $1,911-5.6% | $4,952-63.6% | $2,507-28.1% |
| Participant deferral / active EE | $3,069 | $2,647+15.9% | $5,638-45.6% | $4,310-28.8% |
| Admin fee / account holder | $220 | $154+43.1% | $14,675-98.5% | $188+17.2% |