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 | Distribution (12b-1) fees; Participan... | $282,515 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $150 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,512 | $45,000+34.5% | $143,788-57.9% | $77,906-22.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -14.47% | 29.03%-43.5pp | -0.03%-14.4pp | 12.16%-26.6pp |
| Employer contribution / active EE | $1,482 | $1,870-20.7% | $4,952-70.1% | $2,846-47.9% |
| Participant deferral / active EE | $4,409 | $3,157+39.7% | $5,638-21.8% | $4,805-8.2% |
| Admin fee / account holder | $157 | $98+59.4% | $14,675-98.9% | $133+18.4% |