Filed August 11, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FMR LLC Service code 28 · EIN 04-3532603 | Investment Management | $104,132 |
Filed as: SCHWAB RETIREMENT PLAN SERVICE Service code 21 · EIN 34-1479833 | Bank Trustee | $13,229 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 1.74% | 4.43%-2.7pp | 4.74%-3.0pp | 11.88%-10.1pp |
| Employer contribution / active EE | $94,729 | $35,917+163.7% | $46,220+105.0% | $14,612+548.3% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |