Filed July 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $28,942 |
COHEN & COMPANY1+ years Filed as: COHEN & COMPANY, LTD Service code 10 · EIN 34-1912961 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $864 |
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 | $79,723 | $74,498+7.0% | $94,229-15.4% | $59,188+34.7% |
| Participation rate | 96.3% | 76.8%+19.5pp | 78.8%+17.5pp | 69.4%+26.8pp |
| Annual return | 2.01% | 2.76%-0.7pp | 10.68%-8.7pp | 5.51%-3.5pp |
| Employer contribution / active EE | $2,458 | $2,077+18.3% | $3,587-31.5% | $2,098+17.1% |
| Participant deferral / active EE | $4,802 | $3,433+39.9% | $4,320+11.2% | $3,265+47.1% |
| Admin fee / account holder | $20 | $103-80.8% | $6,269-99.7% | $92-78.5% |