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| Provider | Service type | Compensation |
|---|---|---|
INTEGRATED WEALTH MANAGAMENT1+ years Service code 27 · EIN 95-4542307 | Advisory (Plan) | $156,757 |
Filed as: KRAVITZ, INC. Service code 11 · EIN 95-3207191 | Actuarial | $40,653 |
CHARLES SCHWAB & CO., INC.1+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $1,252 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -7.18% | -2.03%-5.2pp | -2.01%-5.2pp | 2.81%-10.0pp |
| Employer contribution / active EE | $13,724 | $9,185+49.4% | $34,453-60.2% | $16,358-16.1% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |