Filed June 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $380,160 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,099 |
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 | $78,999 | $56,095+40.8% | $178,510-55.7% | $90,274-12.5% |
| Participation rate | 92.9% | 65.6%+27.3pp | 81.9%+10.9pp | 73.4%+19.5pp |
| Annual return | 15.89% | 28.81%-12.9pp | 151.13%-135.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $3,532 | $1,572+124.6% | $5,011-29.5% | $2,523+40.0% |
| Participant deferral / active EE | $5,211 | $2,669+95.3% | $5,202+0.2% | $4,231+23.2% |
| Admin fee / account holder | $92 | $101-8.7% | $13,988-99.3% | $114-19.5% |