Filed October 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-5674085 | Investment Management | $114,103 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 11 · EIN 34-1479833 | Actuarial | $60,692 |
COLUMBIA4 years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 41-1533211 | Investment Management | $34,584 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 33 · EIN 94-1687665 | Securities brokerage; Direct payment ... | $15,308 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 6.23% | 12.41%-6.2pp | 11.31%-5.1pp | 18.35%-12.1pp |
| Employer contribution / active EE | $12,051 | $18,122-33.5% | $35,729-66.3% | $14,669-17.8% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |