Filed July 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 42-1445429 | Insurance Commissions | $37,147 |
Service code 49 · EIN 04-1590850 | Other Services | $31,659 |
COHEN & COMPANY3 years Filed as: COHEN & COMPANY LTD Service code 10 · EIN 34-1912961 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $19 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2884967 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | 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 | $122,074 | $82,783+47.5% | $133,959-8.9% | $90,274+35.2% |
| Participation rate | 96.9% | 81.3%+15.6pp | 79.8%+17.0pp | 73.4%+23.5pp |
| Annual return | 15.22% | 21.89%-6.7pp | 45.09%-29.9pp | 53.97%-38.8pp |
| Employer contribution / active EE | $2,901 | $2,388+21.5% | $3,919-26.0% | $2,523+15.0% |
| Participant deferral / active EE | $5,701 | $4,291+32.9% | $5,047+13.0% | $4,231+34.8% |
| Admin fee / account holder | $18 | $93-80.2% | $8,928-99.8% | $114-83.9% |