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| Provider | Service type | Compensation |
|---|---|---|
HEINTZBERGER PAYNE1+ years Filed as: HEINTZBERGER PAYNE AND CO LLC Service code 13 · EIN 20-8835556 | Contract Administrator | $970 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $220 |
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 | $153,197 | $46,360+230.4% | $147,618+3.8% | $52,331+192.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.33% | 1.62%-2.9pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $6,587 | $2,126+209.8% | $5,565+18.4% | $1,882+250.0% |
| Participant deferral / active EE | $4,112 | $2,258+82.2% | $4,895-16.0% | $3,022+36.1% |
| Admin fee / account holder | $232 | $766-69.8% | $11,612-98.0% | $592-60.9% |