Filed February 3, 2020 (most recent of 5 filings on file)
Total covered: 43 employees
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| Provider | Service type | Compensation |
|---|---|---|
POSITIVE RETIREMENT OUTCOMES1+ years Service code 17 · EIN 26-3957819 | Pension Consulting | $7,500 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $328 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $415,031-100.0% | $374,107-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | - |
| Annual return | 8.81% | 15.23%-6.4pp | 4.74%+4.1pp | - |
| Employer contribution / active EE | $10,101 | $39,272-74.3% | $36,089-72.0% | - |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $10,677-100.0% | - |