Filed January 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP9 years Service code 10 PO BOX 7247-6446 · PHILADELPHIA, PA 191706446 | Accounting | $69,538 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB INVESTMENT MNGMT,INC Service code 33 · EIN 94-3106735 | Securities brokerage | $2,590 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 | Securities brokerage | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,749 | $173,526+109.6% | $136,072+167.3% | $145,884+149.3% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.4%-76.4pp | 80.3%-80.3pp |
| Annual return | -23.32% | 1167.12%-1190.4pp | 580.46%-603.8pp | 551.85%-575.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,711-100.0% | $7,028-100.0% | $6,690-100.0% |
| Admin fee / account holder | $46 | $9,665-99.5% | $6,718-99.3% | $13,392-99.7% |