Filed June 20, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AXIA ADVISORY CORPORATION1+ years Service code 27 · EIN 35-1859469 | Advisory (Plan) | $32,807 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE Service code 11 · EIN 35-0500670 | Actuarial | $31,362 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $13,462 |
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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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | 0.70% | 3.81%-3.1pp | 4.07%-3.4pp | 7.18%-6.5pp |
| Employer contribution / active EE | $3,147 | $14,300-78.0% | $36,235-91.3% | $13,095-76.0% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |