Filed August 30, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $19,777 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $16,149 |
KRIEG DEVAULT LLP1+ years Service code 29 · EIN 35-1055087 | Legal | $11,323 |
ESOP ECONOMICS1+ years Service code 16 1608 WALNUT ST · PHILADELPHIA, PA 19103 | Consulting | $10,698 |
COMSTOCK ADVISORS1+ years Filed as: COMSTOCK VALUATION ADVISORS, INC. Service code 34 1 LEVEE WAY · NEWPORT, KY 41071 | Valuation (appraisals, etc.) | $6,790 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $91,371 | $68,413+33.6% | $123,105-25.8% | $55,191+65.6% |
| Participation rate | 99.4% | 84.5%+14.9pp | 86.8%+12.7pp | 69.2%+30.3pp |
| Annual return | 6.77% | 6.30%+0.5pp | 13.22%-6.4pp | 10.78%-4.0pp |
| Employer contribution / active EE | $2,892 | $3,050-5.2% | $5,151-43.9% | $1,899+52.3% |
| Participant deferral / active EE | $3,364 | $4,490-25.1% | $6,229-46.0% | $3,046+10.4% |
| Admin fee / account holder | $52 | $88-41.2% | $9,014-99.4% | $91-43.1% |