Filed June 4, 2024
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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION3 years Service code 26 · EIN 35-1550787 | Advisory (Participants) | $35,992 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Consulting (pension); Contract Admini... | $31,280 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,741 | $50,902-47.5% | $155,534-82.8% | $77,736-65.6% |
| Participation rate | 48.7% | 63.1%-14.4pp | 78.2%-29.6pp | 70.6%-21.9pp |
| Annual return | 13.34% | 34.85%-21.5pp | 64.92%-51.6pp | 31.26%-17.9pp |
| Employer contribution / active EE | $1,411 | $1,991-29.2% | $4,675-69.8% | $2,728-48.3% |
| Participant deferral / active EE | $2,074 | $2,824-26.6% | $5,630-63.2% | $4,651-55.4% |
| Admin fee / account holder | $226 | $437-48.3% | $15,900-98.6% | $433-47.9% |