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| Provider | Service type | Compensation |
|---|---|---|
STEVEN L HYMAN ASSOCIATES2 years Service code 27 · EIN 36-3741228 | Advisory (Plan) | $7,834 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $4,927 |
GAIL CROWLEY2 years Service code 27 · EIN 33-6524306 | Advisory (Plan) | $2,611 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,119 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participant contribution per participant 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 | $32,012 | $80,753-60.4% | $136,298-76.5% | $62,293-48.6% |
| Participation rate | 79.1% | 73.5%+5.6pp | 81.9%-2.8pp | 69.5%+9.6pp |
| Annual return | 18.36% | 35.83%-17.5pp | 5156.27%-5137.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,477 | $2,884-14.1% | $4,696-47.2% | $2,042+21.3% |
| Participant deferral / active EE | $2,061 | $5,164-60.1% | $6,247-67.0% | $3,169-35.0% |
| Admin fee / account holder | $128 | $525-75.6% | $9,244-98.6% | $479-73.3% |