Filed October 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-5674085 | Investment Management | $82,708 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 11 · EIN 34-1479833 | Actuarial | $62,651 |
COLUMBIA6 years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 41-1533211 | Investment Management | $31,962 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 33 · EIN 94-1687665 | Securities brokerage; Securities brok... | $15,398 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 15.9%-15.9pp | 12.4%-12.4pp |
| Annual return | 10.61% | 8.88%+1.7pp | 9.36%+1.3pp | 9.89%+0.7pp |
| Employer contribution / active EE | $2,222 | $15,976-86.1% | $31,270-92.9% | $14,313-84.5% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |