Filed October 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $134,932 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 11 · EIN 34-1479833 | Actuarial | $63,207 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 11.63% | 11.00%+0.6pp | 9.39%+2.2pp | 10.41%+1.2pp |
| Employer contribution / active EE | $33,817 | $16,132+109.6% | $33,466+1.1% | $14,691+130.2% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |