Filed November 7, 2023 (most recent of 2 filings on file)
Total covered: 37 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $280,214 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,774 | $47,456+13.3% | $172,752-68.9% | $77,775-30.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 5.40% | 35.57%-30.2pp | 802.97%-797.6pp | 32.58%-27.2pp |
| Employer contribution / active EE | $1,544 | $1,574-1.9% | $5,144-70.0% | $2,504-38.3% |
| Participant deferral / active EE | $3,459 | $2,560+35.2% | $5,198-33.4% | $3,966-12.8% |
| Admin fee / account holder | $287 | $81+254.8% | $13,955-97.9% | $100+186.6% |