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; Direct payment ... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $226,918-100.0% | $226,918-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 19.4%-19.4pp | 17.5%-17.5pp | 39.2%-39.2pp |
| Annual return | 0.69% | 8.93%-8.2pp | 9.49%-8.8pp | 13.91%-13.2pp |
| Employer contribution / active EE | $0 | $31,546-100.0% | $29,215-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $359-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $41,846-100.0% |