Filed November 7, 2023 (most recent of 2 filings on file)
Total covered: 37 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Participant commun... | $272,882 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $53,911 | $56,095-3.9% | $178,499-69.8% | $90,274-40.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 4.47% | 28.81%-24.3pp | 151.10%-146.6pp | 53.97%-49.5pp |
| Employer contribution / active EE | $1,418 | $1,572-9.8% | $5,011-71.7% | $2,523-43.8% |
| Participant deferral / active EE | $3,509 | $2,669+31.5% | $5,202-32.5% | $4,231-17.0% |
| Admin fee / account holder | $131 | $101+30.6% | $13,986-99.1% | $114+15.2% |