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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, LLC Service code 11 · EIN 82-3719843 | Actuarial | $42,990 |
KPLANS, INC.1 year Filed as: KPLANS INVESTMENT SERVICES INC. Service code 27 27240 TURNBERRY LANE SUITE 200 · VALENCIA, CA 91355 | Advisory (Plan) | $27,807 |
Filed as: HOLTHOUSE CARLIN & VAN TRIGT Service code 10 · EIN 95-4345526 | Accounting | $20,850 |
CHARLES SCHWAB & CO., INC.5+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $5,628 |
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Employer contribution per participant 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 | $0 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 12.06% | 15.61%-3.6pp | 20.73%-8.7pp | 53.27%-41.2pp |
| Employer contribution / active EE | $695 | $10,773-93.6% | $36,503-98.1% | $14,774-95.3% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |