Filed October 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 34-1479833 | Actuarial | $59,150 |
COLUMBIA8 years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 41-1533211 | Investment Management | $14,215 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 33 · EIN 94-1687665 | Securities brokerage; Securities brok... | $6,810 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 28 · EIN 13-5674085 | Investment Management | $4,251 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $134,556-100.0% | $134,556-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 15.4%-15.4pp | 34.1%-34.1pp |
| Annual return | 0.69% | 8.43%-7.7pp | 8.50%-7.8pp | 13.02%-12.3pp |
| Employer contribution / active EE | $0 | $31,363-100.0% | $29,758-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $236-100.0% | $538-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $39,117-100.0% |