Filed August 11, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INST ASSET MGMT TRST CO Service code 28 · EIN 20-4659714 | Investment Management | $272,055 |
Service code 11 · EIN 13-4008324 | Actuarial | $154,390 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICE Service code 21 · EIN 34-1479833 | Bank Trustee | $38,886 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $23,145 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $20,000 |
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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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 4.81% | 6915.14%-6910.3pp | 380.71%-375.9pp | 627.08%-622.3pp |
| Employer contribution / active EE | $120,005 | $39,618+202.9% | $45,089+166.2% | $18,824+537.5% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |