Filed August 11, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FMR LLC Service code 28 · EIN 04-3532603 | Investment Management | $128,931 |
Filed as: FIDELITY INST ASSET MGMT TRST CO Service code 28 · EIN 20-4659714 | Investment Management | $104,269 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $22,515 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICE Service code 21 · EIN 34-1479833 | Bank Trustee | $20,613 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $15,000 |
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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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 9.13% | 13.54%-4.4pp | 13.48%-4.4pp | 16.32%-7.2pp |
| Employer contribution / active EE | $112,973 | $37,659+200.0% | $47,067+140.0% | $17,007+564.3% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |