Filed July 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $32,636 |
Service code 53 · EIN 42-1445429 | Insurance Commissions | $28,521 |
COHEN & COMPANY1 year Filed as: COHEN & COMPANY LTD Service code 10 · EIN 34-1912961 | Accounting | $13,357 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $151 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $89,771 | $64,311+39.6% | $110,243-18.6% | $75,289+19.2% |
| Participation rate | 97.3% | 79.3%+18.1pp | 79.8%+17.5pp | 72.4%+24.9pp |
| Annual return | -2.99% | -1.74%-1.2pp | 314.76%-317.7pp | -0.04%-3.0pp |
| Employer contribution / active EE | $2,838 | $2,404+18.1% | $3,827-25.8% | $2,405+18.0% |
| Participant deferral / active EE | $5,493 | $3,892+41.1% | $4,672+17.6% | $3,739+46.9% |
| Admin fee / account holder | $19 | $88-78.6% | $8,548-99.8% | $102-81.7% |