Filed June 29, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $130,895 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 34-1479833 | Actuarial | $32,774 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 5.99% | 8.15%-2.2pp | 7.87%-1.9pp | 11.45%-5.5pp |
| Employer contribution / active EE | $12,240 | $17,725-30.9% | $31,784-61.5% | $17,219-28.9% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |