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 | $279,792 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 11 · EIN 13-4008324 | Actuarial | $113,610 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICE Service code 21 · EIN 34-1479833 | Bank Trustee | $32,249 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $15,000 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $5,035 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 2.71% | 7.94%-5.2pp | 9.78%-7.1pp | 11.84%-9.1pp |
| Employer contribution / active EE | $115,181 | $42,390+171.7% | $46,889+145.6% | $17,339+564.3% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |