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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC2+ years Service code 11 · EIN 11-2836994 | Actuarial | $13,927 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,491 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,397 | $52,884-59.5% | $84,753-74.8% | $55,167-61.2% |
| Participation rate | 99.2% | 67.5%+31.7pp | 76.6%+22.6pp | 69.0%+30.2pp |
| Annual return | 6.39% | 18.03%-11.6pp | 22.78%-16.4pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,575 | $2,233+15.3% | $3,574-28.0% | $1,963+31.2% |
| Participant deferral / active EE | $2,380 | $2,644-10.0% | $3,712-35.9% | $3,054-22.1% |
| Admin fee / account holder | $47 | $581-91.9% | $5,333-99.1% | $504-90.7% |