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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC3+ years Filed as: CHERNOFF DIAMOND & CO., LCC Service code 11 | Actuarial | $18,349 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,911 |
CHERNOFF DIAMOND & CO., LLC3+ years Service code 11 · EIN 11-2836994 | Actuarial | $3,638 |
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 | $82,732 | $55,453+49.2% | $170,435-51.5% | $62,293+32.8% |
| Participation rate | 89.3% | 66.4%+23.0pp | 83.6%+5.7pp | 69.5%+19.8pp |
| Annual return | 16.33% | 21.38%-5.1pp | 205.94%-189.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $5,441 | $2,164+151.5% | $5,432+0.2% | $2,042+166.4% |
| Participant deferral / active EE | $2,682 | $2,303+16.4% | $4,939-45.7% | $3,169-15.4% |
| Admin fee / account holder | $16 | $455-96.5% | $13,881-99.9% | $479-96.7% |