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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ENHANCEMENT Service code 28 · EIN 75-3100788 | Investment Management | $106,355 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $8,308 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 11.81% | 7.00%+4.8pp | 4.95%+6.9pp | 8.21%+3.6pp |
| Employer contribution / active EE | $14,928 | $13,750+8.6% | $20,917-28.6% | $13,837+7.9% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |