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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $31,990 |
ANCORA ADVISORS3+ years Filed as: ANCORA INVERNESS LLC Service code 26 · EIN 41-2071875 | Advisory (Participants) | $28,275 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,309 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON PRIVATE TRUST CO NA Service code 26 · EIN 04-3361965 | Advisory (Participants) | $9,779 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,016 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return 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 | $196,071 | $155,795+25.9% | $136,298+43.9% | $69,631+181.6% |
| Participation rate | 78.2% | 75.2%+3.0pp | 81.9%-3.7pp | 70.7%+7.5pp |
| Annual return | 15.63% | 232464.33%-232448.7pp | 5156.27%-5140.6pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $8,127 | $2,991+171.7% | $4,696+73.1% | $2,032+299.9% |
| Participant deferral / active EE | $6,138 | $5,394+13.8% | $6,247-1.7% | $3,224+90.4% |
| Admin fee / account holder | $208 | $128+62.5% | $9,244-97.7% | $110+88.7% |